Sweet Financial Partners’s AB InBev BUD Stock Holding History

Sweet Financial Partners’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 Q3	$349K	Hold	5,263	–	–	0.08%	152
2024 Q2	$306K	Buy	5,263 +42	+0.8%	+$2.57K	0.07%	159
2024 Q1	$317K	Hold	5,221	–	–	0.07%	159
2023 Q4	$337K	Buy	5,221 +20	+0.4%	+$1.18K	0.08%	148
2023 Q3	$288K	Hold	5,201	–	–	0.08%	147
2023 Q2	$295K	Buy	5,201 +151	+3%	+$9.13K	0.08%	144
2023 Q1	$337K	Hold	5,050	–	–	0.09%	130
2022 Q4	$303K	Hold	5,050	–	–	0.09%	137
2022 Q3	$228K	Hold	5,050	–	–	0.07%	149
2022 Q2	$272K	Sell	5,050 -61	-1%	-$3.42K	0.09%	135
2022 Q1	$307K	Buy	5,111 +23	+0.5%	+$1.42K	0.08%	132
2021 Q4	$308K	Buy	+5,088	New	+$296K	0.13%	106

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

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

Sweet Financial Partners's BUD Position: Q3 2024 in Review

Sweet Financial Partners held its AB InBev (BUD) position steady in Q3 2024 at 5,263 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #152.

Sweet Financial Partners first reported a position in BUD in Q4 2021 and has held it in 12 quarters since. 518 funds tracked by Wall St. Rank hold BUD as of Q3 2024.

Sweet Financial Partners held 5,263 shares of AB InBev worth $349K as of Q3 2024.
Sweet Financial Partners left its AB InBev share count unchanged in Q3 2024.
AB InBev made up 0.08% of Sweet Financial Partners's portfolio in Q3 2024, its #152 holding.
Sweet Financial Partners first reported a position in AB InBev in Q4 2021 and has held it in 12 quarters since.
518 funds tracked by Wall St. Rank held AB InBev as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.