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Cambiar Investors’s Itaú Unibanco ITUB Stock Holding History

Cambiar Investors’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
Q4 		– Sell
-21,971,078
Closed -$84.3M – 152
2021
Q3 		$84.3M Buy
21,971,078
+6,811,564
+45% +$27.9M 2.89% 1
2021
Q2 		$66.3M Sell
15,159,514
-6,855,006
-31% -$27.6M 2.13% 7
2021
Q1 		$79.5M Buy
+22,014,520
New +$83.1M 2.76% 2
2013
Q4 		– Sell
-2,597,949
Closed -$13.4M – 156
2013
Q3 		$13.4M Buy
2,597,949
+344,539
+15% +$1.62M 0.22% 101
2013
Q2 		$10.6M Buy
+2,253,410
New +$12.3M 0.17% 103

Other funds holding ITUB

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
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Cambiar Investors's ITUB Position: Q4 2021 in Review

Cambiar Investors sold out of Itaú Unibanco (ITUB) in Q4 2021, closing a stake of 21,971,078 shares — an estimated $84.3M sold.

Cambiar Investors first reported a position in ITUB in Q2 2013 and held it in 5 quarters. The position peaked at $84.3M in Q3 2021. 268 funds tracked by Wall St. Rank hold ITUB as of Q4 2021.

  • Cambiar Investors reported no remaining Itaú Unibanco position as of Q4 2021 after selling out during the quarter.
  • Cambiar Investors sold 21,971,078 Itaú Unibanco shares in Q4 2021, an estimated $84.3M.
  • Cambiar Investors first reported a position in Itaú Unibanco in Q2 2013 and held it in 5 quarters.
  • Cambiar Investors's Itaú Unibanco position peaked at $84.3M in Q3 2021.
  • 268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2021.

Based on Cambiar Investors's 13F filing for Q4 2021, filed 27 Jan 2022.