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Caldwell & Orkin’s Itaú Unibanco ITUB Stock Holding History

Caldwell & Orkin’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
2017
Q2 		– Sell
-401,167
Closed -$2.35M – 75
2017
Q1 		$2.35M Buy
+401,167
New +$2.38M 1.31% 32

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Caldwell & Orkin's ITUB Position: Q2 2017 in Review

Caldwell & Orkin sold out of Itaú Unibanco (ITUB) in Q2 2017, closing a stake of 401,167 shares — an estimated $2.35M sold.

Caldwell & Orkin first reported a position in ITUB in Q1 2017 and held it in 1 quarter. The position peaked at $2.35M in Q1 2017. 298 funds tracked by Wall St. Rank hold ITUB as of Q2 2017.

  • Caldwell & Orkin reported no remaining Itaú Unibanco position as of Q2 2017 after selling out during the quarter.
  • Caldwell & Orkin sold 401,167 Itaú Unibanco shares in Q2 2017, an estimated $2.35M.
  • Caldwell & Orkin first reported a position in Itaú Unibanco in Q1 2017 and held it in 1 quarter.
  • Caldwell & Orkin's Itaú Unibanco position peaked at $2.35M in Q1 2017.
  • 298 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2017.

Based on Caldwell & Orkin's 13F filing for Q2 2017, filed 10 Aug 2017.