JWM
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Janiczek Wealth Management’s Levi Strauss LEVI Stock Holding History

Janiczek Wealth Management’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$964 Hold
50
– – ﹤0.01% 933
2024
Q1 		$1K Hold
50
– – ﹤0.01% 945
2023
Q4 		$827 Buy
+50
New +$742 ﹤0.01% 954

Other funds holding LEVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Janiczek Wealth Management held its Levi Strauss (LEVI) position steady in Q2 2024 at 50 shares worth $964. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Janiczek Wealth Management first reported a position in LEVI in Q4 2023 and has held it in 3 quarters since. The position peaked at $1K in Q1 2024. 225 funds tracked by Wall St. Rank hold LEVI as of Q2 2024.

  • Janiczek Wealth Management held 50 shares of Levi Strauss worth $964 as of Q2 2024.
  • Janiczek Wealth Management left its Levi Strauss share count unchanged in Q2 2024.
  • Levi Strauss made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #933 holding.
  • Janiczek Wealth Management first reported a position in Levi Strauss in Q4 2023 and has held it in 3 quarters since.
  • Janiczek Wealth Management's Levi Strauss position peaked at $1K in Q1 2024.
  • 225 funds tracked by Wall St. Rank held Levi Strauss as of Q2 2024.

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