JWM
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Janiczek Wealth Management’s Ultrapar UGP Stock Holding History

Janiczek Wealth Management’s Portfolio UGP Stock Details UGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$388 Hold
99
– – ﹤0.01% 1016
2024
Q1 		$567 Hold
99
– – ﹤0.01% 994
2023
Q4 		$537 Hold
99
– – ﹤0.01% 995
2023
Q3 		$364 Hold
99
– – ﹤0.01% 1003
2023
Q2 		$390 Hold
99
– – ﹤0.01% 927
2023
Q1 		$297 Buy
+99
New +$250 ﹤0.01% 945

Other funds holding UGP

NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Janiczek Wealth Management held its Ultrapar (UGP) position steady in Q2 2024 at 99 shares worth $388. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Janiczek Wealth Management first reported a position in UGP in Q1 2023 and has held it in 6 quarters since. The position peaked at $567 in Q1 2024. 119 funds tracked by Wall St. Rank hold UGP as of Q2 2024.

  • Janiczek Wealth Management held 99 shares of Ultrapar worth $388 as of Q2 2024.
  • Janiczek Wealth Management left its Ultrapar share count unchanged in Q2 2024.
  • Ultrapar made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1016 holding.
  • Janiczek Wealth Management first reported a position in Ultrapar in Q1 2023 and has held it in 6 quarters since.
  • Janiczek Wealth Management's Ultrapar position peaked at $567 in Q1 2024.
  • 119 funds tracked by Wall St. Rank held Ultrapar as of Q2 2024.

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