Patriot Financial Group Insurance Agency’s Compañía de Cervecerías Unidas CCU Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-190	Closed	-$2K	–	638
2022 Q2	$2K	Hold	190	–	–	﹤0.01%	1724
2022 Q1	$3K	Sell	190 -48	-20%	-$756	﹤0.01%	1749
2021 Q4	$4K	Buy	238 +87	+58%	+$1.46K	﹤0.01%	1760
2021 Q3	$3K	Hold	151	–	–	﹤0.01%	1820
2021 Q2	$3K	Hold	151	–	–	﹤0.01%	1761
2021 Q1	$3K	Buy	151 +16	+12%	+$277	﹤0.01%	1674
2020 Q4	$2K	Buy	+135	New	+$1.84K	﹤0.01%	1616

Other funds holding CCU

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CCU Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Compañía de Cervecerías Unidas (CCU) in Q3 2022, closing a stake of 190 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in CCU in Q4 2020 and held it in 7 quarters. The position peaked at $4K in Q4 2021. 72 funds tracked by Wall St. Rank hold CCU as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Compañía de Cervecerías Unidas position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 190 Compañía de Cervecerías Unidas shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Compañía de Cervecerías Unidas in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Compañía de Cervecerías Unidas position peaked at $4K in Q4 2021.
72 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.