RAFFA WEALTH MANAGEMENT, LLC’s Compañía de Cervecerías Unidas CCU Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio CCU Stock Details CCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-33	Closed	-$416	–	1066
2023 Q3	$416	Hold	33	–	–	﹤0.01%	977
2023 Q2	$536	Hold	33	–	–	﹤0.01%	957
2023 Q1	$516	Hold	33	–	–	﹤0.01%	961
2022 Q4	$433	Hold	33	–	–	﹤0.01%	977
2022 Q3	$356	Hold	33	–	–	﹤0.01%	1091
2022 Q2	$417	Hold	33	–	–	﹤0.01%	1053
2022 Q1	$494	Hold	33	–	–	﹤0.01%	1045
2021 Q4	$542	Hold	33	–	–	﹤0.01%	1036
2021 Q3	$571	Hold	33	–	–	﹤0.01%	1012
2021 Q2	$665	Hold	33	–	–	﹤0.01%	987
2021 Q1	$583	Buy	+33	New	+$571	﹤0.01%	1017

Other funds holding CCU

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's CCU Position: Q4 2023 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Compañía de Cervecerías Unidas (CCU) in Q4 2023, closing a stake of 33 shares — an estimated $416 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CCU in Q1 2021 and held it in 11 quarters. The position peaked at $665 in Q2 2021. 95 funds tracked by Wall St. Rank hold CCU as of Q4 2023.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Compañía de Cervecerías Unidas position as of Q4 2023 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 33 Compañía de Cervecerías Unidas shares in Q4 2023, an estimated $416.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Compañía de Cervecerías Unidas in Q1 2021 and held it in 11 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Compañía de Cervecerías Unidas position peaked at $665 in Q2 2021.
95 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q4 2023.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2023, filed 27 Jul 2026.