Enlightenment Research’s Itaú Unibanco ITUB Stock Holding History

Enlightenment Research’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
2022 Q2	–	Sell	-98,231	Closed	-$495K	–	140
2022 Q1	$495K	Buy	+98,231	New	+$414K	0.66%	44
2020 Q1	–	Sell	-15,118	Closed	-$101K	–	177
2019 Q4	$101K	Sell	15,118 -16,354	-52%	-$102K	0.47%	52
2019 Q3	$193K	Buy	+31,472	New	+$204K	0.43%	83
2019 Q2	–	Sell	-25,013	Closed	-$160K	–	287
2019 Q1	$160K	Buy	25,013 +3,299	+15%	+$23.3K	0.31%	90
2018 Q4	$144K	Buy	+21,714	New	+$140K	0.18%	120

Other funds holding ITUB

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

WGI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Enlightenment Research's ITUB Position: Q2 2022 in Review

Enlightenment Research sold out of Itaú Unibanco (ITUB) in Q2 2022, closing a stake of 98,231 shares — an estimated $495K sold.

Enlightenment Research first reported a position in ITUB in Q4 2018 and held it in 5 quarters. The position peaked at $495K in Q1 2022. 274 funds tracked by Wall St. Rank hold ITUB as of Q2 2022.

Enlightenment Research reported no remaining Itaú Unibanco position as of Q2 2022 after selling out during the quarter.
Enlightenment Research sold 98,231 Itaú Unibanco shares in Q2 2022, an estimated $495K.
Enlightenment Research first reported a position in Itaú Unibanco in Q4 2018 and held it in 5 quarters.
Enlightenment Research's Itaú Unibanco position peaked at $495K in Q1 2022.
274 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2022.

Based on Enlightenment Research's 13F filing for Q2 2022, filed 12 Aug 2022.