EC
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Everest Capital’s Itaú Unibanco ITUB Stock Holding History

Everest Capital’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
2015
Q1 		– Sell
-285,235
Closed -$1.49M – 28
2014
Q4 		$1.49M Sell
285,235
-1,049,647
-79% -$5.9M 0.36% 37
2014
Q3 		$7.43M Buy
1,334,882
+839,742
+170% +$5.35M 1.26% 24
2014
Q2 		$2.85M Sell
495,140
-49,514
-9% -$292K 0.6% 24
2014
Q1 		$2.95M Buy
544,654
+245,575
+82% +$1.17M 0.7% 19
2013
Q4 		$1.48M Buy
299,079
+250,787
+519% +$1.3M 0.32% 32
2013
Q3 		$249K Buy
+48,292
New +$226K 0.06% 37

Other funds holding ITUB

VAM
Vontobel Asset Management New York $18B AUM 28.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return