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Next Financial Group’s Compañía de Cervecerías Unidas CCU Stock Holding History

Next Financial Group’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
2021
Q1 		– Sell
-218
Closed -$3K – 2535
2020
Q4 		$3K Buy
+218
New +$2.97K ﹤0.01% 2083
2020
Q1 		– Sell
-1,906
Closed -$37K – 2146
2019
Q4 		$37K Buy
+1,906
New +$37.8K ﹤0.01% 1308

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CI
Centerstone Investors New York $31.8M AUM 32.46% 1-Year Est. Return

Next Financial Group's CCU Position: Q1 2021 in Review

Next Financial Group sold out of Compañía de Cervecerías Unidas (CCU) in Q1 2021, closing a stake of 218 shares — an estimated $3K sold.

Next Financial Group first reported a position in CCU in Q4 2019 and held it in 2 quarters. The position peaked at $37K in Q4 2019. 74 funds tracked by Wall St. Rank hold CCU as of Q1 2021.

  • Next Financial Group reported no remaining Compañía de Cervecerías Unidas position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 218 Compañía de Cervecerías Unidas shares in Q1 2021, an estimated $3K.
  • Next Financial Group first reported a position in Compañía de Cervecerías Unidas in Q4 2019 and held it in 2 quarters.
  • Next Financial Group's Compañía de Cervecerías Unidas position peaked at $37K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.