EFSCE
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Enterprise Financial Services Corp (EFSC)’s Itaú Unibanco ITUB Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 		– Sell
-1,075
Closed -$5K – 792
2021
Q2 		$5K Hold
1,075
– – ﹤0.01% 927
2021
Q1 		$4K Sell
1,075
-266
-20% -$1K ﹤0.01% 990
2020
Q4 		$6K Hold
1,341
– – ﹤0.01% 840
2020
Q3 		$4K Hold
1,341
– – ﹤0.01% 891
2020
Q2 		$5K Hold
1,341
– – ﹤0.01% 848
2020
Q1 		$4K Sell
1,341
-1,747
-57% -$8.96K ﹤0.01% 831
2019
Q4 		$21K Hold
3,088
– – ﹤0.01% 571
2019
Q3 		$19K Hold
3,088
– – ﹤0.01% 571
2019
Q2 		$21K Hold
3,088
– – ﹤0.01% 571
2019
Q1 		$20K Hold
3,088
– – ﹤0.01% 575
2018
Q4 		$21K Sell
3,088
-134
-4% -$861 0.01% 374
2018
Q3 		$17K Hold
3,222
– – 0.01% 464
2018
Q2 		$16K Buy
3,222
+897
+39% +$5.57K 0.01% 493
2018
Q1 		$18K Buy
2,325
+711
+44% +$5.32K 0.01% 488
2017
Q4 		$10K Hold
1,614
– – ﹤0.01% 576
2017
Q3 		$11K Hold
1,614
– – 0.01% 565
2017
Q2 		$9K Hold
1,614
– – ﹤0.01% 602
2017
Q1 		$9K Hold
1,614
– – ﹤0.01% 641
2016
Q4 		$8K Sell
1,614
-1
-0.1% -$5 ﹤0.01% 643
2016
Q3 		$8K Hold
1,615
– – ﹤0.01% 633
2016
Q2 		$7K Hold
1,615
– – ﹤0.01% 631
2016
Q1 		$6K Sell
1,615
-312
-16% -$950 ﹤0.01% 666
2015
Q4 		$6K Buy
1,927
+1,022
+113% +$3.25K ﹤0.01% 686
2015
Q3 		$3K Buy
905
+695
+331% +$2.47K ﹤0.01% 810
2015
Q2 		$1K Sell
210
-1,189
-85% -$5.59K ﹤0.01% 1008
2015
Q1 		$6K Buy
1,399
+1,189
+566% +$5.8K ﹤0.01% 748
2014
Q4 		$1K Sell
210
-563
-73% -$3.17K ﹤0.01% 1167
2014
Q3 		$4K Buy
773
+563
+268% +$3.59K ﹤0.01% 830
2014
Q2 		$1K Sell
210
-1
-0.5% -$6 ﹤0.01% 1155
2014
Q1 		$1K Buy
+211
New +$1.01K ﹤0.01% 1184
2013
Q3 		– Sell
-198
Closed -$1K – 1262
2013
Q2 		$1K Buy
+198
New +$1.08K ﹤0.01% 984

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
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
Baillie Gifford & Co
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s ITUB Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Itaú Unibanco (ITUB) in Q3 2021, closing a stake of 1,075 shares — an estimated $5K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in ITUB in Q2 2013 and held it in 31 quarters. The position peaked at $21K in Q4 2019. 304 funds tracked by Wall St. Rank hold ITUB as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Itaú Unibanco position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 1,075 Itaú Unibanco shares in Q3 2021, an estimated $5K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Itaú Unibanco in Q2 2013 and held it in 31 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Itaú Unibanco position peaked at $21K in Q4 2019.
  • 304 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.