JP Morgan Private Wealth Advisors’s Compañía de Cervecerías Unidas CCU Stock Holding History

JP Morgan Private Wealth Advisors’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	$167K	Hold	13,250	–	–	﹤0.01%	1649
2023 Q2	$215K	Hold	13,250	–	–	﹤0.01%	1368
2023 Q1	$207K	Hold	13,250	–	–	﹤0.01%	1817
2022 Q4	$174K	Buy	+13,250	New	+$152K	﹤0.01%	1841

Other funds holding CCU

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

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

Discerene Group Stamford, Connecticut $946M AUM 1.38% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Centerstone Investors New York $31.8M AUM 32.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CCU Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors held its Compañía de Cervecerías Unidas (CCU) position steady in Q3 2023 at 13,250 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

JP Morgan Private Wealth Advisors first reported a position in CCU in Q4 2022 and has held it in 4 quarters since. The position peaked at $215K in Q2 2023. 92 funds tracked by Wall St. Rank hold CCU as of Q3 2023.

JP Morgan Private Wealth Advisors held 13,250 shares of Compañía de Cervecerías Unidas worth $167K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Compañía de Cervecerías Unidas share count unchanged in Q3 2023.
Compañía de Cervecerías Unidas made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1649 holding.
JP Morgan Private Wealth Advisors first reported a position in Compañía de Cervecerías Unidas in Q4 2022 and has held it in 4 quarters since.
JP Morgan Private Wealth Advisors's Compañía de Cervecerías Unidas position peaked at $215K in Q2 2023.
92 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.