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Lagoda Investment Management’s AB InBev BUD Stock Holding History

Lagoda Investment Management’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
2015
Q1 		– Sell
-340
Closed -$38K – 37
2014
Q4 		$38K Buy
+340
New +$37.7K 0.01% 38

Other funds holding BUD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Lagoda Investment Management's BUD Position: Q1 2015 in Review

Lagoda Investment Management sold out of AB InBev (BUD) in Q1 2015, closing a stake of 340 shares — an estimated $38K sold.

Lagoda Investment Management first reported a position in BUD in Q4 2014 and held it in 1 quarter. The position peaked at $38K in Q4 2014. 465 funds tracked by Wall St. Rank hold BUD as of Q1 2015.

  • Lagoda Investment Management reported no remaining AB InBev position as of Q1 2015 after selling out during the quarter.
  • Lagoda Investment Management sold 340 AB InBev shares in Q1 2015, an estimated $38K.
  • Lagoda Investment Management first reported a position in AB InBev in Q4 2014 and held it in 1 quarter.
  • Lagoda Investment Management's AB InBev position peaked at $38K in Q4 2014.
  • 465 funds tracked by Wall St. Rank held AB InBev as of Q1 2015.

Based on Lagoda Investment Management's 13F filing for Q1 2015, filed 15 May 2015.