DTL
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Dynamic Technology Lab’s Itaú Unibanco ITUB Stock Holding History

Dynamic Technology Lab’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
2023
Q1 		– Sell
-148,380
Closed -$617K – 1304
2022
Q4 		$617K Buy
+148,380
New +$674K 0.06% 509
2021
Q1 		– Sell
-148,756
Closed -$659K – 1322
2020
Q4 		$659K Buy
+148,756
New +$556K 0.11% 335
2020
Q1 		– Sell
-28,182
Closed -$188K – 1202
2019
Q4 		$188K Buy
+28,182
New +$177K 0.03% 847
2019
Q3 		– Sell
-64,456
Closed -$442K – 1109
2019
Q2 		$442K Buy
64,456
+8,350
+15% +$52.6K 0.07% 464
2019
Q1 		$360K Buy
+56,106
New +$397K 0.06% 572
2018
Q1 		– Sell
-51,059
Closed -$322K – 1193
2017
Q4 		$322K Buy
+51,059
New +$326K 0.06% 652
2016
Q4 		– Sell
-53,609
Closed -$258K – 1015
2016
Q3 		$258K Buy
53,609
+4,392
+9% +$20.8K 0.07% 594
2016
Q2 		$205K Sell
49,217
-113,609
-70% -$438K 0.06% 696
2016
Q1 		$617K Sell
162,826
-12,372
-7% -$37.7K 0.17% 178
2015
Q4 		$502K Buy
+175,198
New +$556K 0.15% 220
2015
Q3 		– Sell
-50,686
Closed -$223K – 917
2015
Q2 		$223K Buy
+50,686
New +$238K 0.08% 573
2014
Q4 		– Sell
-66,134
Closed -$368K – 748
2014
Q3 		$368K Buy
66,134
+20,095
+44% +$128K 0.18% 203
2014
Q2 		$266K Buy
+46,039
New +$271K 0.13% 367
2013
Q4 		– Sell
-62,222
Closed -$320K – 616
2013
Q3 		$320K Buy
+62,222
New +$292K 0.26% 126

Other funds holding ITUB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dynamic Technology Lab's ITUB Position: Q1 2023 in Review

Dynamic Technology Lab sold out of Itaú Unibanco (ITUB) in Q1 2023, closing a stake of 148,380 shares — an estimated $617K sold.

Dynamic Technology Lab first reported a position in ITUB in Q3 2013 and held it in 14 quarters. The position peaked at $659K in Q4 2020. 272 funds tracked by Wall St. Rank hold ITUB as of Q1 2023.

  • Dynamic Technology Lab reported no remaining Itaú Unibanco position as of Q1 2023 after selling out during the quarter.
  • Dynamic Technology Lab sold 148,380 Itaú Unibanco shares in Q1 2023, an estimated $617K.
  • Dynamic Technology Lab first reported a position in Itaú Unibanco in Q3 2013 and held it in 14 quarters.
  • Dynamic Technology Lab's Itaú Unibanco position peaked at $659K in Q4 2020.
  • 272 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2023.

Based on Dynamic Technology Lab's 13F filing for Q1 2023, filed 12 May 2023.