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Rockbridge Investment Management’s AB InBev BUD Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-84
Closed -$5.43K – 193
2023
Q4 		$5.43K Buy
+84
New +$4.96K ﹤0.01% 463
2022
Q3 		– Sell
-128
Closed -$6.91K – 175
2022
Q2 		$6.91K Sell
128
-18
-12% -$1.01K ﹤0.01% 415
2022
Q1 		$8.94K Hold
146
– – ﹤0.01% 531
2021
Q4 		$9K Hold
146
– – ﹤0.01% 579
2021
Q3 		$8K Buy
146
+18
+14% +$1.13K ﹤0.01% 546
2021
Q2 		$9K Hold
128
– – ﹤0.01% 542
2021
Q1 		$8K Hold
128
– – ﹤0.01% 529
2020
Q4 		$9K Hold
128
– – ﹤0.01% 508
2020
Q3 		$7K Hold
128
– – ﹤0.01% 494
2020
Q2 		$6K Buy
+128
New +$5.98K ﹤0.01% 469

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Royal Bank of Canada
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Citadel Advisors
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Holocene Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return