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Ritholtz Wealth Management’s Compañía de Cervecerías Unidas CCU Stock Holding History

Ritholtz Wealth Management’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
2024
Q4 		– Sell
-10,041
Closed -$117K – 862
2024
Q3 		$117K Sell
10,041
-2,766
-22% -$30.9K ﹤0.01% 849
2024
Q2 		$146K Buy
+12,807
New +$157K ﹤0.01% 786

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
B
BennBridge Edinburgh, United Kingdom $120M AUM 32.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BDLIB
Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg $3.34B AUM 11.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Ritholtz Wealth Management's CCU Position: Q4 2024 in Review

Ritholtz Wealth Management sold out of Compañía de Cervecerías Unidas (CCU) in Q4 2024, closing a stake of 10,041 shares — an estimated $117K sold.

Ritholtz Wealth Management first reported a position in CCU in Q2 2024 and held it in 2 quarters. The position peaked at $146K in Q2 2024. 73 funds tracked by Wall St. Rank hold CCU as of Q4 2024.

  • Ritholtz Wealth Management reported no remaining Compañía de Cervecerías Unidas position as of Q4 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,041 Compañía de Cervecerías Unidas shares in Q4 2024, an estimated $117K.
  • Ritholtz Wealth Management first reported a position in Compañía de Cervecerías Unidas in Q2 2024 and held it in 2 quarters.
  • Ritholtz Wealth Management's Compañía de Cervecerías Unidas position peaked at $146K in Q2 2024.
  • 73 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q4 2024.

Based on Ritholtz Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.