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
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 $60.8B AUM 26.63% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Financial Gravity Asset Management's CCU Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Compañía de Cervecerías Unidas (CCU) stake by 11% in Q4 2019, selling an estimated $40 and leaving 16 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #1026.

Financial Gravity Asset Management first reported a position in CCU in Q1 2018 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold CCU as of Q4 2019.

Financial Gravity Asset Management held 16 shares of Compañía de Cervecerías Unidas worth $19K as of Q4 2019.
Financial Gravity Asset Management sold 2 Compañía de Cervecerías Unidas shares in Q4 2019, an estimated $40.
Compañía de Cervecerías Unidas made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1026 holding.
Financial Gravity Asset Management first reported a position in Compañía de Cervecerías Unidas in Q1 2018 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.