Moneta Group Investment Advisors’s Compañía de Cervecerías Unidas CCU Stock Holding History

Moneta Group Investment 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
2022 Q1	–	Sell	-10,360	Closed	-$170K	–	454
2021 Q4	$170K	Sell	10,360 -340	-3%	-$5.72K	0.01%	461
2021 Q3	$185K	Buy	10,700 +25	+0.2%	+$497	0.01%	440
2021 Q2	$215K	Sell	10,675 -21	-0.2%	-$390	0.01%	425
2021 Q1	$189K	Buy	+10,696	New	+$185K	0.01%	407

Other funds holding CCU

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

Moneta Group Investment Advisors's CCU Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of Compañía de Cervecerías Unidas (CCU) in Q1 2022, closing a stake of 10,360 shares — an estimated $170K sold.

Moneta Group Investment Advisors first reported a position in CCU in Q1 2021 and held it in 4 quarters. The position peaked at $215K in Q2 2021. 81 funds tracked by Wall St. Rank hold CCU as of Q1 2022.

Moneta Group Investment Advisors reported no remaining Compañía de Cervecerías Unidas position as of Q1 2022 after selling out during the quarter.
Moneta Group Investment Advisors sold 10,360 Compañía de Cervecerías Unidas shares in Q1 2022, an estimated $170K.
Moneta Group Investment Advisors first reported a position in Compañía de Cervecerías Unidas in Q1 2021 and held it in 4 quarters.
Moneta Group Investment Advisors's Compañía de Cervecerías Unidas position peaked at $215K in Q2 2021.
81 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.