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	–	174
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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Rockbridge Investment Management's BUD Position: Q1 2024 in Review

Rockbridge Investment Management sold out of AB InBev (BUD) in Q1 2024, closing a stake of 84 shares — an estimated $5.43K sold.

Rockbridge Investment Management first reported a position in BUD in Q2 2020 and held it in 10 quarters. The position peaked at $9K in Q4 2021. 533 funds tracked by Wall St. Rank hold BUD as of Q1 2024.

Rockbridge Investment Management reported no remaining AB InBev position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 84 AB InBev shares in Q1 2024, an estimated $5.43K.
Rockbridge Investment Management first reported a position in AB InBev in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's AB InBev position peaked at $9K in Q4 2021.
533 funds tracked by Wall St. Rank held AB InBev as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.