Sowell Financial Services’s AB InBev BUD Stock Holding History

Sowell Financial Services’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	-15,144	Closed	-$1.01M	–	589
2023 Q1	$1.01M	Sell	15,144 -1,499	-9%	-$90.6K	0.08%	290
2022 Q4	$999K	Buy	16,643 +665	+4%	+$35.7K	0.06%	320
2022 Q3	$722K	Sell	15,978 -824	-5%	-$42.7K	0.07%	270
2022 Q2	$906K	Buy	+16,802	New	+$944K	0.08%	171
2022 Q1	–	Sell	-19,154	Closed	-$1.16M	–	210
2021 Q4	$1.16M	Sell	19,154 -597	-3%	-$34.7K	0.07%	304
2021 Q3	$1.11M	Sell	19,751 -1,000	-5%	-$62.7K	0.08%	280
2021 Q2	$1.49M	Sell	20,751 -7,484	-27%	-$546K	0.1%	232
2021 Q1	$2.12M	Buy	28,235 +2,853	+11%	+$184K	0.07%	231
2020 Q4	$1.77M	Sell	25,382 -3,943	-13%	-$249K	0.08%	225
2020 Q3	$1.58M	Buy	29,325 +1,350	+5%	+$74.8K	0.08%	215
2020 Q2	$1.38M	Buy	27,975 +5,775	+26%	+$270K	0.08%	221
2020 Q1	$979K	Sell	22,200 -6,498	-23%	-$424K	0.07%	256
2019 Q4	$2.35M	Sell	28,698 -2,208	-7%	-$184K	0.18%	120
2019 Q3	$2.94M	Buy	+30,906	New	+$2.93M	0.24%	89
2019 Q1	$3.17M	Buy	37,687 +11,822	+46%	+$909K	0.35%	62
2018 Q4	$1.7M	Buy	25,865 +21,098	+443%	+$1.61M	0.24%	89
2018 Q3	$417K	Buy	+4,767	New	+$465K	0.06%	225

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

Sowell Financial Services's BUD Position: Q2 2023 in Review

Sowell Financial Services sold out of AB InBev (BUD) in Q2 2023, closing a stake of 15,144 shares — an estimated $1.01M sold.

Sowell Financial Services first reported a position in BUD in Q3 2018 and held it in 17 quarters. The position peaked at $3.17M in Q1 2019. 488 funds tracked by Wall St. Rank hold BUD as of Q2 2023.

Sowell Financial Services reported no remaining AB InBev position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 15,144 AB InBev shares in Q2 2023, an estimated $1.01M.
Sowell Financial Services first reported a position in AB InBev in Q3 2018 and held it in 17 quarters.
Sowell Financial Services's AB InBev position peaked at $3.17M in Q1 2019.
488 funds tracked by Wall St. Rank held AB InBev as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.