Okabena Investment Services’s AB InBev BUD Stock Holding History

Okabena Investment Services’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
2023 Q1	–	Sell	-49,992	Closed	-$3M	–	205
2022 Q4	$3M	Sell	49,992 -3,855	-7%	-$207K	1.99%	12
2022 Q3	$2.43M	Sell	53,847 -13,011	-19%	-$674K	1.17%	23
2022 Q2	$3.61M	Buy	66,858 +27,534	+70%	+$1.55M	1.86%	13
2022 Q1	$2.36M	Buy	39,324 +1,100	+3%	+$67.8K	1%	26
2021 Q4	$2.31M	Buy	38,224 +7,609	+25%	+$443K	0.88%	29
2021 Q3	$1.73M	Sell	30,615 -3,493	-10%	-$219K	0.91%	31
2021 Q2	$2.46M	Buy	34,108 +649	+2%	+$47.3K	1.16%	22
2021 Q1	$2.1M	Buy	33,459 +6,006	+22%	+$388K	1.13%	23
2020 Q4	$1.92M	Sell	27,453 -4,001	-13%	-$253K	1.12%	24
2020 Q3	$1.7M	Buy	+31,454	New	+$1.74M	1.3%	20

Other funds holding BUD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Okabena Investment Services's BUD Position: Q1 2023 in Review

Okabena Investment Services sold out of AB InBev (BUD) in Q1 2023, closing a stake of 49,992 shares — an estimated $3M sold.

Okabena Investment Services first reported a position in BUD in Q3 2020 and held it in 10 quarters. The position peaked at $3.61M in Q2 2022. 503 funds tracked by Wall St. Rank hold BUD as of Q1 2023.

Okabena Investment Services reported no remaining AB InBev position as of Q1 2023 after selling out during the quarter.
Okabena Investment Services sold 49,992 AB InBev shares in Q1 2023, an estimated $3M.
Okabena Investment Services first reported a position in AB InBev in Q3 2020 and held it in 10 quarters.
Okabena Investment Services's AB InBev position peaked at $3.61M in Q2 2022.
503 funds tracked by Wall St. Rank held AB InBev as of Q1 2023.

Based on Okabena Investment Services's 13F filing for Q1 2023, filed 15 May 2023.