Arden Trust’s Itaú Unibanco ITUB Stock Holding History

Arden Trust’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	-35,801	Closed	-$122K	–	315
2020 Q2	$122K	Buy	35,801 +13,841	+63%	+$44.9K	0.02%	313
2020 Q1	$72K	Buy	+21,960	New	+$113K	0.01%	432

Other funds holding ITUB

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arden Trust's ITUB Position: Q3 2020 in Review

Arden Trust sold out of Itaú Unibanco (ITUB) in Q3 2020, closing a stake of 35,801 shares — an estimated $122K sold.

Arden Trust first reported a position in ITUB in Q1 2020 and held it in 2 quarters. The position peaked at $122K in Q2 2020. 272 funds tracked by Wall St. Rank hold ITUB as of Q3 2020.

Arden Trust reported no remaining Itaú Unibanco position as of Q3 2020 after selling out during the quarter.
Arden Trust sold 35,801 Itaú Unibanco shares in Q3 2020, an estimated $122K.
Arden Trust first reported a position in Itaú Unibanco in Q1 2020 and held it in 2 quarters.
Arden Trust's Itaú Unibanco position peaked at $122K in Q2 2020.
272 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2020.

Based on Arden Trust's 13F filing for Q3 2020, filed 15 Oct 2020.