Berman Capital Advisors’s Itaú Unibanco ITUB Stock Holding History

Berman Capital 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
2021 Q3	$5K	Buy	1,374 +130	+10%	+$532	﹤0.01%	1427
2021 Q2	$5K	Buy	1,244 +96	+8%	+$387	﹤0.01%	1348
2021 Q1	$4K	Sell	1,148 -241	-17%	-$910	﹤0.01%	1340
2020 Q4	$6K	Sell	1,389 -82	-6%	-$307	﹤0.01%	1090
2020 Q3	$4K	Sell	1,471 -340	-19%	-$1.16K	﹤0.01%	1111
2020 Q2	$6K	Buy	1,811 +1,397	+337%	+$4.53K	﹤0.01%	937
2020 Q1	$1K	Sell	414 -2,842	-87%	-$14.6K	﹤0.01%	1314
2019 Q4	$21K	Buy	3,256 +2	+0.1%	+$13	0.01%	520
2019 Q3	$19K	Buy	3,254 +28	+0.9%	+$182	0.01%	522
2019 Q2	$22K	Buy	3,226 +35	+1%	+$220	0.01%	488
2019 Q1	$20K	Buy	3,191 +1,903	+148%	+$13.5K	0.01%	457
2018 Q4	$8K	Buy	+1,288	New	+$8.28K	﹤0.01%	562

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

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

WGI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Berman Capital Advisors's ITUB Position: Q3 2021 in Review

Berman Capital Advisors increased its Itaú Unibanco (ITUB) stake by 10% in Q3 2021, buying an estimated $532 and bringing the position to 1,374 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Berman Capital Advisors first reported a position in ITUB in Q4 2018 and has held it in 12 quarters since. The position peaked at $22K in Q2 2019. 305 funds tracked by Wall St. Rank hold ITUB as of Q3 2021.

Berman Capital Advisors held 1,374 shares of Itaú Unibanco worth $5K as of Q3 2021.
Berman Capital Advisors bought 130 Itaú Unibanco shares in Q3 2021, an estimated $532.
Itaú Unibanco made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1427 holding.
Berman Capital Advisors first reported a position in Itaú Unibanco in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Itaú Unibanco position peaked at $22K in Q2 2019.
305 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.