Summit X LLC’s AB InBev BUD Stock Holding History

Summit X LLC’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 Q3	–	Sell	-13,792	Closed	-$782K	–	196
2023 Q2	$782K	Buy	13,792 +1,378	+11%	+$83.3K	0.19%	111
2023 Q1	$828K	Buy	12,414 +1,183	+11%	+$71.5K	0.21%	98
2022 Q4	$606K	Sell	11,231 -2,273	-17%	-$122K	0.18%	125
2022 Q3	$614K	Buy	13,504 +2,270	+20%	+$118K	0.18%	125
2022 Q2	$606K	Buy	+11,234	New	+$631K	0.18%	125
2021 Q3	–	Sell	-2,938	Closed	-$213K	–	262
2021 Q2	$213K	Buy	+2,938	New	+$214K	0.05%	244
2021 Q1	–	Sell	-3,187	Closed	-$205K	–	265
2020 Q4	$205K	Buy	+3,187	New	+$202K	0.06%	231
2020 Q1	–	Sell	-3,084	Closed	-$255K	–	208
2019 Q4	$255K	Sell	3,084 -680	-18%	-$56.6K	0.09%	206
2019 Q3	$361K	Sell	3,764 -1,353	-26%	-$128K	0.14%	168
2019 Q2	$455K	Buy	5,117 +1	+0%	+$86	0.19%	132
2019 Q1	$431K	Sell	5,116 -25	-0.5%	-$1.92K	0.18%	138
2018 Q4	$339K	Buy	5,141 +938	+22%	+$71.8K	0.2%	143
2018 Q3	$368K	Sell	4,203 -1,519	-27%	-$148K	0.18%	151
2018 Q2	$574K	Buy	+5,722	New	+$568K	0.32%	82
2017 Q3	–	Sell	-3,575	Closed	-$395K	–	183
2017 Q2	$395K	Buy	+3,575	New	+$409K	0.28%	110

Other funds holding BUD

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

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

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

Summit X LLC's BUD Position: Q3 2023 in Review

Summit X LLC sold out of AB InBev (BUD) in Q3 2023, closing a stake of 13,792 shares — an estimated $782K sold.

Summit X LLC first reported a position in BUD in Q2 2017 and held it in 15 quarters. The position peaked at $828K in Q1 2023. 479 funds tracked by Wall St. Rank hold BUD as of Q3 2023.

Summit X LLC reported no remaining AB InBev position as of Q3 2023 after selling out during the quarter.
Summit X LLC sold 13,792 AB InBev shares in Q3 2023, an estimated $782K.
Summit X LLC first reported a position in AB InBev in Q2 2017 and held it in 15 quarters.
Summit X LLC's AB InBev position peaked at $828K in Q1 2023.
479 funds tracked by Wall St. Rank held AB InBev as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.