Ergoteles’s Itaú Unibanco ITUB Stock Holding History

Ergoteles’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	-34,961	Closed	-$176K	–	1819
2022 Q1	$176K	Buy	+34,961	New	+$147K	0.01%	1029

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

Ergoteles's ITUB Position: Q2 2022 in Review

Ergoteles sold out of Itaú Unibanco (ITUB) in Q2 2022, closing a stake of 34,961 shares — an estimated $176K sold.

Ergoteles first reported a position in ITUB in Q1 2022 and held it in 1 quarter. The position peaked at $176K in Q1 2022. 273 funds tracked by Wall St. Rank hold ITUB as of Q2 2022.

Ergoteles reported no remaining Itaú Unibanco position as of Q2 2022 after selling out during the quarter.
Ergoteles sold 34,961 Itaú Unibanco shares in Q2 2022, an estimated $176K.
Ergoteles first reported a position in Itaú Unibanco in Q1 2022 and held it in 1 quarter.
Ergoteles's Itaú Unibanco position peaked at $176K in Q1 2022.
273 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2022.

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