Janiczek Wealth Management’s Compañía de Cervecerías Unidas CCU Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$35.7K	Hold	3,139	–	–	0.01%	459
2024 Q1	$37.6K	Hold	3,139	–	–	0.01%	453
2023 Q4	$39.4K	Sell	3,139 -157	-5%	-$1.9K	0.01%	428
2023 Q3	$41.5K	Hold	3,296	–	–	0.01%	386
2023 Q2	$53.5K	Hold	3,296	–	–	0.01%	310
2023 Q1	$52.2K	Sell	3,296 -182	-5%	-$2.73K	0.01%	309
2022 Q4	$47.9K	Sell	3,478 -48	-1%	-$552	0.01%	326
2022 Q3	$38K	Buy	3,526 +3,447	+4,363%	+$38.1K	0.01%	346
2022 Q2	$1K	Sell	79 -130	-62%	-$1.77K	﹤0.01%	839
2022 Q1	$3K	Sell	209 -16	-7%	-$252	﹤0.01%	722
2021 Q4	$4K	Sell	225 -524	-70%	-$8.81K	﹤0.01%	729
2021 Q3	$13K	Sell	749 -66	-8%	-$1.31K	﹤0.01%	526
2021 Q2	$16K	Buy	815 +251	+45%	+$4.66K	0.01%	469
2021 Q1	$10K	Buy	+564	New	+$9.76K	﹤0.01%	524

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

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

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Janiczek Wealth Management's CCU Position: Q2 2024 in Review

Janiczek Wealth Management held its Compañía de Cervecerías Unidas (CCU) position steady in Q2 2024 at 3,139 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #459.

Janiczek Wealth Management first reported a position in CCU in Q1 2021 and has held it in 14 quarters since. The position peaked at $53.5K in Q2 2023. 69 funds tracked by Wall St. Rank hold CCU as of Q2 2024.

Janiczek Wealth Management held 3,139 shares of Compañía de Cervecerías Unidas worth $35.7K as of Q2 2024.
Janiczek Wealth Management left its Compañía de Cervecerías Unidas share count unchanged in Q2 2024.
Compañía de Cervecerías Unidas made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #459 holding.
Janiczek Wealth Management first reported a position in Compañía de Cervecerías Unidas in Q1 2021 and has held it in 14 quarters since.
Janiczek Wealth Management's Compañía de Cervecerías Unidas position peaked at $53.5K in Q2 2023.
69 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.