PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Compañía de Cervecerías Unidas CCU Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024 Q3	–	Sell	-15,644	Closed	-$178K	–	385
2024 Q2	$178K	Hold	15,644	–	–	0.1%	101
2024 Q1	$188K	Buy	15,644 +2,573	+20%	+$30.8K	0.12%	95
2023 Q4	$164K	Buy	+13,071	New	+$158K	0.1%	107
2023 Q1	–	Sell	-12,480	Closed	-$164K	–	328
2022 Q4	$164K	Buy	+12,480	New	+$144K	0.14%	84

Other funds holding CCU

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CCU Position: Q3 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Compañía de Cervecerías Unidas (CCU) in Q3 2024, closing a stake of 15,644 shares — an estimated $178K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CCU in Q4 2022 and held it in 4 quarters. The position peaked at $188K in Q1 2024. 61 funds tracked by Wall St. Rank hold CCU as of Q3 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Compañía de Cervecerías Unidas position as of Q3 2024 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 15,644 Compañía de Cervecerías Unidas shares in Q3 2024, an estimated $178K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Compañía de Cervecerías Unidas in Q4 2022 and held it in 4 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Compañía de Cervecerías Unidas position peaked at $188K in Q1 2024.
61 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2024, filed 7 Aug 2026.