Perigon Wealth Management’s AB InBev BUD Stock Holding History

Perigon Wealth Management’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
2024 Q4	–	Sell	-3,522	Closed	-$234K	–	1050
2024 Q3	$234K	Buy	3,522 +82	+2%	+$5.06K	0.01%	875
2024 Q2	$200K	Buy	+3,440	New	+$211K	0.01%	816
2023 Q4	–	Sell	-3,771	Closed	-$209K	–	842
2023 Q3	$209K	Buy	+3,771	New	+$214K	0.01%	723
2021 Q1	–	Sell	-363	Closed	-$25K	–	565
2020 Q4	$25K	Buy	+363	New	+$23K	﹤0.01%	963
2017 Q1	–	Sell	-379	Closed	-$41K	–	626
2016 Q4	$41K	Buy	379 +34	+10%	+$3.81K	0.01%	382
2016 Q3	$45K	Buy	+345	New	+$43.6K	0.01%	323

Other funds holding BUD

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

Manulife (Manufacturers Life Insurance)

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Bank of America

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