EVM
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Evelyn V. Moreno’s Itaú Unibanco ITUB Stock Holding History

Evelyn V. Moreno’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
Q4 		$199K Hold
32,490
– – 0.09% 134
2023
Q3 		$154K Buy
+32,490
New +$162K 0.03% 135

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Evelyn V. Moreno's ITUB Position: Q4 2023 in Review

Evelyn V. Moreno held its Itaú Unibanco (ITUB) position steady in Q4 2023 at 32,490 shares worth $199K. The position accounts for 0.09% of the portfolio, ranked #134.

Evelyn V. Moreno first reported a position in ITUB in Q3 2023 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold ITUB as of Q4 2023.

  • Evelyn V. Moreno held 32,490 shares of Itaú Unibanco worth $199K as of Q4 2023.
  • Evelyn V. Moreno left its Itaú Unibanco share count unchanged in Q4 2023.
  • Itaú Unibanco made up 0.09% of Evelyn V. Moreno's portfolio in Q4 2023, its #134 holding.
  • Evelyn V. Moreno first reported a position in Itaú Unibanco in Q3 2023 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.