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Evoke Wealth’s Compañía de Cervecerías Unidas CCU Stock Holding History

Evoke Wealth’s Portfolio CCU Stock Details CCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-181
Closed -$3K – 1032
2020
Q2 		$3K Buy
+181
New +$2.6K ﹤0.01% 776

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CI
Centerstone Investors New York $31.8M AUM 32.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Evoke Wealth's CCU Position: Q3 2020 in Review

Evoke Wealth sold out of Compañía de Cervecerías Unidas (CCU) in Q3 2020, closing a stake of 181 shares — an estimated $3K sold.

Evoke Wealth first reported a position in CCU in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 73 funds tracked by Wall St. Rank hold CCU as of Q3 2020.

  • Evoke Wealth reported no remaining Compañía de Cervecerías Unidas position as of Q3 2020 after selling out during the quarter.
  • Evoke Wealth sold 181 Compañía de Cervecerías Unidas shares in Q3 2020, an estimated $3K.
  • Evoke Wealth first reported a position in Compañía de Cervecerías Unidas in Q2 2020 and held it in 1 quarter.
  • Evoke Wealth's Compañía de Cervecerías Unidas position peaked at $3K in Q2 2020.
  • 73 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.