Mercer Investments LLC CCU CIA CERVECERIAS UNI SPON ADR

Ownership history in Mercer Investments LLC  ·  13 quarters on record

AI Ownership Summary

Mercer Investments LLC reported CIA CERVECERIAS UNI SPON ADR (CCU) in 13 quarterly 13F filings from 2023 Q4 through 2024 Q1. Peak portfolio weight reached 4.37% in 2024 Q1. The latest visible filing shows CCU at 4.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CCU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mercer Investments LLC's position in CIA CERVECERIAS UNI SPON ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q1

CCU was reported at 4.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.37% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mercer Investments LLC held CCU — position size vs. price
% of Fund (quarterly)    CCU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q1 REDUCED 6.1% -5.6% 227,899 -14,926 -6.1% 4.37% $2.7M 2024-05-15 (Est.) $12.51
2023 Q4 REDUCED 242,825 -3,556 -1.4% 4.02% $3.0M 2024-02-12 $11.05
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Mercer Investments LLC and CCU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mercer Investments LLC reported owning CCU?

Mercer Investments LLC reported CCU across 2 quarterly 13F filings, from 2023 Q4 through 2024 Q1.

What was the largest reported CCU position in Mercer Investments LLC's portfolio?

The largest reported portfolio weight for CCU was 4.37% in 2024 Q1.

What is the latest reported CCU position on this page?

The most recent filing on this page is 2024 Q1, when Mercer Investments LLC reported 227,899 shares, equal to 4.37% of portfolio, with an estimated market value of $2.7M.

What does the chart on this CCU ownership page compare?

The chart compares Mercer Investments LLC's quarterly CCU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mercer Investments LLC time their CCU position?

Based on 13F filing dates vs. subsequent CCU price moves, Mercer Investments LLC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on CCU relative to SPY over the holding period was -14.1%.

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