Arlington Trust’s Itaú Unibanco ITUB Stock Holding History

Arlington 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
2024 Q1	–	Sell	-496	Closed	-$3.04K	–	693
2023 Q4	$3.04K	Buy	+496	New	+$2.63K	﹤0.01%	548

Other funds holding ITUB

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arlington Trust's ITUB Position: Q1 2024 in Review

Arlington Trust sold out of Itaú Unibanco (ITUB) in Q1 2024, closing a stake of 496 shares — an estimated $3.04K sold.

Arlington Trust first reported a position in ITUB in Q4 2023 and held it in 1 quarter. The position peaked at $3.04K in Q4 2023. 323 funds tracked by Wall St. Rank hold ITUB as of Q1 2024.

Arlington Trust reported no remaining Itaú Unibanco position as of Q1 2024 after selling out during the quarter.
Arlington Trust sold 496 Itaú Unibanco shares in Q1 2024, an estimated $3.04K.
Arlington Trust first reported a position in Itaú Unibanco in Q4 2023 and held it in 1 quarter.
Arlington Trust's Itaú Unibanco position peaked at $3.04K in Q4 2023.
323 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2024.

Based on Arlington Trust's 13F filing for Q1 2024, filed 16 Apr 2024.