ARTA
ITUB icon

A.R.T. Advisors’s Itaú Unibanco ITUB Stock Holding History

A.R.T. Advisors’s Portfolio ITUB Stock Details ITUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-19,275
Closed -$66K – 171
2020
Q2 		$66K Buy
+19,275
New +$62.5K 0.1% 214
2020
Q1 		– Sell
-175,948
Closed -$1.17M – 518
2019
Q4 		$1.17M Buy
175,948
+65,280
+59% +$409K 0.06% 489
2019
Q3 		$677K Buy
+110,668
New +$718K 0.03% 735
2017
Q4 		– Sell
-250,368
Closed -$1.66M – 1523
2017
Q3 		$1.66M Buy
+250,368
New +$1.53M 0.08% 335
2015
Q3 		– Sell
-896,206
Closed -$3.93M – 1468
2015
Q2 		$3.93M Buy
+896,206
New +$4.22M 0.13% 212
2014
Q4 		– Sell
-593,065
Closed -$3.3M – 1535
2014
Q3 		$3.3M Buy
593,065
+383,123
+182% +$2.44M 0.15% 187
2014
Q2 		$1.21M Buy
209,942
+103,302
+97% +$608K 0.06% 437
2014
Q1 		$577K Sell
106,640
-87,528
-45% -$418K 0.03% 702
2013
Q4 		$960K Buy
+194,168
New +$1.01M 0.05% 494

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

A.R.T. Advisors's ITUB Position: Q3 2020 in Review

A.R.T. Advisors sold out of Itaú Unibanco (ITUB) in Q3 2020, closing a stake of 19,275 shares — an estimated $66K sold.

A.R.T. Advisors first reported a position in ITUB in Q4 2013 and held it in 9 quarters. The position peaked at $3.93M in Q2 2015. 272 funds tracked by Wall St. Rank hold ITUB as of Q3 2020.

  • A.R.T. Advisors reported no remaining Itaú Unibanco position as of Q3 2020 after selling out during the quarter.
  • A.R.T. Advisors sold 19,275 Itaú Unibanco shares in Q3 2020, an estimated $66K.
  • A.R.T. Advisors first reported a position in Itaú Unibanco in Q4 2013 and held it in 9 quarters.
  • A.R.T. Advisors's Itaú Unibanco position peaked at $3.93M in Q2 2015.
  • 272 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2020.

Based on A.R.T. Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.