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My Personal CFO LLC’s Compañía de Cervecerías Unidas CCU Stock Holding History

My Personal CFO LLC’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
Q1 		– Sell
-16
Closed -$210 – 189
2022
Q4 		$210 Buy
+16
New +$184 ﹤0.01% 888

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

My Personal CFO LLC's CCU Position: Q1 2023 in Review

My Personal CFO LLC sold out of Compañía de Cervecerías Unidas (CCU) in Q1 2023, closing a stake of 16 shares — an estimated $210 sold.

My Personal CFO LLC first reported a position in CCU in Q4 2022 and held it in 1 quarter. The position peaked at $210 in Q4 2022. 80 funds tracked by Wall St. Rank hold CCU as of Q1 2023.

  • My Personal CFO LLC reported no remaining Compañía de Cervecerías Unidas position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 16 Compañía de Cervecerías Unidas shares in Q1 2023, an estimated $210.
  • My Personal CFO LLC first reported a position in Compañía de Cervecerías Unidas in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Compañía de Cervecerías Unidas position peaked at $210 in Q4 2022.
  • 80 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.