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

Financial Management Professionals’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
2023
Q3 		– Sell
-1,888
Closed -$31K – 882
2023
Q2 		$31K Hold
1,888
– – 0.01% 320
2023
Q1 		$30K Buy
+1,888
New +$28.3K 0.01% 338

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
CI
Centerstone Investors New York $31.8M AUM 32.46% 1-Year Est. Return

Financial Management Professionals's CCU Position: Q3 2023 in Review

Financial Management Professionals sold out of Compañía de Cervecerías Unidas (CCU) in Q3 2023, closing a stake of 1,888 shares — an estimated $31K sold.

Financial Management Professionals first reported a position in CCU in Q1 2023 and held it in 2 quarters. The position peaked at $31K in Q2 2023. 92 funds tracked by Wall St. Rank hold CCU as of Q3 2023.

  • Financial Management Professionals reported no remaining Compañía de Cervecerías Unidas position as of Q3 2023 after selling out during the quarter.
  • Financial Management Professionals sold 1,888 Compañía de Cervecerías Unidas shares in Q3 2023, an estimated $31K.
  • Financial Management Professionals first reported a position in Compañía de Cervecerías Unidas in Q1 2023 and held it in 2 quarters.
  • Financial Management Professionals's Compañía de Cervecerías Unidas position peaked at $31K in Q2 2023.
  • 92 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.