ESB
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Essex Savings Bank’s Itaú Unibanco ITUB Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-2,725
Closed -$19K – 400
2019
Q2 		$19K Buy
2,725
+2,189
+408% +$13.8K 0.01% 581
2019
Q1 		$3K Sell
536
-390
-42% -$2.76K ﹤0.01% 597
2018
Q4 		$6K Buy
+926
New +$5.95K ﹤0.01% 550

Other funds holding ITUB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essex Savings Bank's ITUB Position: Q3 2019 in Review

Essex Savings Bank sold out of Itaú Unibanco (ITUB) in Q3 2019, closing a stake of 2,725 shares — an estimated $19K sold.

Essex Savings Bank first reported a position in ITUB in Q4 2018 and held it in 3 quarters. The position peaked at $19K in Q2 2019. 316 funds tracked by Wall St. Rank hold ITUB as of Q3 2019.

  • Essex Savings Bank reported no remaining Itaú Unibanco position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 2,725 Itaú Unibanco shares in Q3 2019, an estimated $19K.
  • Essex Savings Bank first reported a position in Itaú Unibanco in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Itaú Unibanco position peaked at $19K in Q2 2019.
  • 316 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.