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Lockerman Financial Group’s AB InBev BUD Stock Holding History

Lockerman Financial Group’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
2024
Q4 		– Sell
-3,200
Closed -$212K – 104
2024
Q3 		$212K Buy
+3,200
New +$197K 0.36% 101
2024
Q1 		– Sell
-3,200
Closed -$207K – 109
2023
Q4 		$207K Buy
+3,200
New +$189K 0.48% 83
2023
Q2 		– Sell
-3,200
Closed -$214K – 75
2023
Q1 		$214K Buy
+3,200
New +$193K 0.59% 68

Other funds holding BUD

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lockerman Financial Group's BUD Position: Q4 2024 in Review

Lockerman Financial Group sold out of AB InBev (BUD) in Q4 2024, closing a stake of 3,200 shares — an estimated $212K sold.

Lockerman Financial Group first reported a position in BUD in Q1 2023 and held it in 3 quarters. The position peaked at $214K in Q1 2023. 482 funds tracked by Wall St. Rank hold BUD as of Q4 2024.

  • Lockerman Financial Group reported no remaining AB InBev position as of Q4 2024 after selling out during the quarter.
  • Lockerman Financial Group sold 3,200 AB InBev shares in Q4 2024, an estimated $212K.
  • Lockerman Financial Group first reported a position in AB InBev in Q1 2023 and held it in 3 quarters.
  • Lockerman Financial Group's AB InBev position peaked at $214K in Q1 2023.
  • 482 funds tracked by Wall St. Rank held AB InBev as of Q4 2024.

Based on Lockerman Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.