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Harel Insurance Investments & Financial Services’s Compañía de Cervecerías Unidas CCU Stock Holding History

Harel Insurance Investments & Financial Services’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
Q1 		– Sell
-2,598
Closed -$33K – 551
2023
Q4 		$33K Hold
2,598
– – ﹤0.01% 467
2023
Q3 		$32K Buy
+2,598
New +$39.6K ﹤0.01% 505

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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 $946M AUM 1.38% 1-Year Est. Return
Wellington Management Group
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Harel Insurance Investments & Financial Services's CCU Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Compañía de Cervecerías Unidas (CCU) in Q1 2024, closing a stake of 2,598 shares — an estimated $33K sold.

Harel Insurance Investments & Financial Services first reported a position in CCU in Q3 2023 and held it in 2 quarters. The position peaked at $33K in Q4 2023. 81 funds tracked by Wall St. Rank hold CCU as of Q1 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Compañía de Cervecerías Unidas position as of Q1 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 2,598 Compañía de Cervecerías Unidas shares in Q1 2024, an estimated $33K.
  • Harel Insurance Investments & Financial Services first reported a position in Compañía de Cervecerías Unidas in Q3 2023 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Compañía de Cervecerías Unidas position peaked at $33K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.