JMFC
BUD icon

J.M. Forbes & Co’s AB InBev BUD Stock Holding History

J.M. Forbes & Co’s Portfolio BUD Stock Details BUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-61,819
Closed -$6.9M – 108
2017
Q4 		$6.9M Buy
61,819
+898
+1% +$106K 1.59% 36
2017
Q3 		$7.27M Sell
60,921
-1,041
-2% -$122K 1.81% 28
2017
Q2 		$6.84M Sell
61,962
-442
-0.7% -$50.6K 1.74% 29
2017
Q1 		$6.85M Sell
62,404
-519
-0.8% -$55.8K 1.79% 26
2016
Q4 		$6.63M Buy
62,923
+321
+0.5% +$36K 1.83% 25
2016
Q3 		$8.23M Sell
62,602
-421
-0.7% -$53.2K 2.25% 18
2016
Q2 		$8.3M Buy
63,023
+1,048
+2% +$132K 2.3% 19
2016
Q1 		$7.72M Buy
61,975
+1,513
+3% +$180K 2.21% 23
2015
Q4 		$7.56M Sell
60,462
-234
-0.4% -$28.3K 2.02% 24
2015
Q3 		$6.45M Buy
60,696
+103
+0.2% +$12K 1.84% 28
2015
Q2 		$7.31M Sell
60,593
-1,328
-2% -$163K 1.97% 25
2015
Q1 		$7.55M Sell
61,921
-1,194
-2% -$144K 2% 23
2014
Q4 		$7.7M Buy
63,115
+181
+0.3% +$20K 2.02% 22
2014
Q3 		$6.98M Sell
62,934
-321
-0.5% -$35.8K 1.76% 26
2014
Q2 		$7.27M Buy
63,255
+346
+0.6% +$38.1K 1.81% 26
2014
Q1 		$6.62M Sell
62,909
-561
-0.9% -$56.9K 1.72% 27
2013
Q4 		$6.76M Buy
63,470
+818
+1% +$83.6K 1.71% 25
2013
Q3 		$6.21M Buy
62,652
+991
+2% +$94.4K 1.76% 24
2013
Q2 		$5.57M Buy
+61,661
New +$5.87M 1.66% 29

Other funds holding BUD

SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

J.M. Forbes & Co's BUD Position: Q1 2018 in Review

J.M. Forbes & Co sold out of AB InBev (BUD) in Q1 2018, closing a stake of 61,819 shares — an estimated $6.9M sold.

J.M. Forbes & Co first reported a position in BUD in Q2 2013 and held it in 19 quarters. The position peaked at $8.3M in Q2 2016. 588 funds tracked by Wall St. Rank hold BUD as of Q1 2018.

  • J.M. Forbes & Co reported no remaining AB InBev position as of Q1 2018 after selling out during the quarter.
  • J.M. Forbes & Co sold 61,819 AB InBev shares in Q1 2018, an estimated $6.9M.
  • J.M. Forbes & Co first reported a position in AB InBev in Q2 2013 and held it in 19 quarters.
  • J.M. Forbes & Co's AB InBev position peaked at $8.3M in Q2 2016.
  • 588 funds tracked by Wall St. Rank held AB InBev as of Q1 2018.

Based on J.M. Forbes & Co's 13F filing for Q1 2018, filed 18 Apr 2018.