Financial Gravity Asset Management’s Compañía de Cervecerías Unidas CCU Stock Holding History

Financial Gravity Asset Management’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 Q1	–	Sell	-16	Closed	-$19K	–	1146
2019 Q4	$19K	Sell	16 -2	-11%	-$40	0.01%	1026
2019 Q3	$0	Buy	18 +10	+125%	+$253	﹤0.01%	1217
2019 Q2	$0	Sell	8 -17	-68%	-$467	﹤0.01%	1270
2019 Q1	$1K	Buy	+25	New	+$697	﹤0.01%	1047
2018 Q3	$0	Sell	7 -1	-13%	-$27	﹤0.01%	1410
2018 Q2	$0	Buy	8 +1	+14%	+$27	﹤0.01%	1422
2018 Q1	$0	Buy	+7	New	+$202	﹤0.01%	1393

Other funds holding CCU

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Centerstone Investors New York $31.8M AUM 32.46% 1-Year Est. Return

Financial Gravity Asset Management's CCU Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of Compañía de Cervecerías Unidas (CCU) in Q1 2020, closing a stake of 16 shares — an estimated $19K sold.

Financial Gravity Asset Management first reported a position in CCU in Q1 2018 and held it in 7 quarters. The position peaked at $19K in Q4 2019. 86 funds tracked by Wall St. Rank hold CCU as of Q1 2020.

Financial Gravity Asset Management reported no remaining Compañía de Cervecerías Unidas position as of Q1 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 16 Compañía de Cervecerías Unidas shares in Q1 2020, an estimated $19K.
Financial Gravity Asset Management first reported a position in Compañía de Cervecerías Unidas in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's Compañía de Cervecerías Unidas position peaked at $19K in Q4 2019.
86 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.