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Next Financial Group’s AB InBev BUD Stock Holding History

Next 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
2021
Q4 		$193K Sell
3,197
-1,279
-29% -$74.4K 0.01% 911
2021
Q3 		$252K Buy
4,476
+315
+8% +$19.8K 0.02% 735
2021
Q2 		$300K Buy
4,161
+843
+25% +$61.5K 0.02% 678
2021
Q1 		$209K Buy
3,318
+1,791
+117% +$116K 0.02% 760
2020
Q4 		$107K Buy
1,527
+130
+9% +$8.22K 0.01% 935
2020
Q3 		$75K Buy
+1,397
New +$77.4K 0.01% 969
2020
Q2 		– Sell
-5,397
Closed -$238K – 770
2020
Q1 		$238K Sell
5,397
-1,409
-21% -$91.9K 0.03% 485
2019
Q4 		$558K Buy
6,806
+2,002
+42% +$167K 0.06% 343
2019
Q3 		$457K Buy
4,804
+464
+11% +$44K 0.05% 380
2019
Q2 		$384K Sell
4,340
-487
-10% -$41.8K 0.04% 417
2019
Q1 		$406K Buy
4,827
+4,564
+1,735% +$351K 0.1% 152
2018
Q4 		$17K Buy
263
+257
+4,283% +$19.7K ﹤0.01% 1151
2018
Q3 		$1K Buy
+6
New +$585 ﹤0.01% 1376
2017
Q4 		– Sell
-1,091
Closed -$137K – 398
2017
Q3 		$137K Sell
1,091
-1,422
-57% -$167K 0.04% 413
2017
Q2 		$277K Sell
2,513
-840
-25% -$96.2K 0.07% 277
2017
Q1 		$380K Sell
3,353
-725
-18% -$77.9K 0.11% 200
2016
Q4 		$430K Sell
4,078
-760
-16% -$85.2K 0.08% 290
2016
Q3 		$636K Buy
4,838
+996
+26% +$126K 0.11% 198
2016
Q2 		$505K Buy
3,842
+5
+0.1% +$629 0.16% 139
2016
Q1 		$478K Buy
3,837
+135
+4% +$16K 0.17% 137
2015
Q4 		$462K Buy
3,702
+277
+8% +$33.5K 0.17% 139
2015
Q3 		$364K Buy
3,425
+295
+9% +$34.3K 0.13% 169
2015
Q2 		$377K Sell
3,130
-47
-1% -$5.77K 0.13% 176
2015
Q1 		$387K Sell
3,177
-55
-2% -$6.64K 0.12% 182
2014
Q4 		$363K Buy
3,232
+47
+1% +$5.21K 0.12% 189
2014
Q3 		$353K Buy
3,185
+717
+29% +$80.1K 0.07% 313
2014
Q2 		$266K Buy
+2,468
New +$271K 0.14% 126

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
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return

Next Financial Group's BUD Position: Q4 2021 in Review

Next Financial Group reduced its AB InBev (BUD) stake by 29% in Q4 2021, selling an estimated $74.4K and leaving 3,197 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #911.

Next Financial Group first reported a position in BUD in Q2 2014 and has held it in 27 quarters since. The position peaked at $636K in Q3 2016. 514 funds tracked by Wall St. Rank hold BUD as of Q4 2021.

  • Next Financial Group held 3,197 shares of AB InBev worth $193K as of Q4 2021.
  • Next Financial Group sold 1,279 AB InBev shares in Q4 2021, an estimated $74.4K.
  • AB InBev made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #911 holding.
  • Next Financial Group first reported a position in AB InBev in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's AB InBev position peaked at $636K in Q3 2016.
  • 514 funds tracked by Wall St. Rank held AB InBev as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.