Regatta Capital Group’s AB InBev BUD Stock Holding History

Regatta Capital 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
2023 Q2	–	Sell	-3,983	Closed	-$239K	–	171
2023 Q1	$239K	Hold	3,983	–	–	0.09%	155
2022 Q4	$239K	Sell	3,983 -525	-12%	-$28.2K	0.09%	155
2022 Q3	$243K	Buy	4,508 +777	+21%	+$40.2K	0.1%	141
2022 Q2	$201K	Sell	3,731 -1,390	-27%	-$78.1K	0.1%	147
2022 Q1	$308K	Sell	5,121 -621	-11%	-$38.3K	0.11%	137
2021 Q4	$348K	Buy	+5,742	New	+$334K	0.12%	133

Other funds holding BUD

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Regatta Capital Group's BUD Position: Q2 2023 in Review

Regatta Capital Group sold out of AB InBev (BUD) in Q2 2023, closing a stake of 3,983 shares — an estimated $239K sold.

Regatta Capital Group first reported a position in BUD in Q4 2021 and held it in 6 quarters. The position peaked at $348K in Q4 2021. 488 funds tracked by Wall St. Rank hold BUD as of Q2 2023.

Regatta Capital Group reported no remaining AB InBev position as of Q2 2023 after selling out during the quarter.
Regatta Capital Group sold 3,983 AB InBev shares in Q2 2023, an estimated $239K.
Regatta Capital Group first reported a position in AB InBev in Q4 2021 and held it in 6 quarters.
Regatta Capital Group's AB InBev position peaked at $348K in Q4 2021.
488 funds tracked by Wall St. Rank held AB InBev as of Q2 2023.

Based on Regatta Capital Group's 13F filing for Q2 2023, filed 13 Jul 2023.