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Farmers & Merchants Investments Inc’s Itaú Unibanco ITUB Stock Holding History

Farmers & Merchants Investments Inc’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
Q3 		– Sell
-2,056
Closed -$8K – 1650
2022
Q2 		$8K Hold
2,056
– – ﹤0.01% 764
2022
Q1 		$10K Buy
2,056
+366
+22% +$1.54K ﹤0.01% 742
2021
Q4 		$6K Sell
1,690
-360
-18% -$1.3K ﹤0.01% 868
2021
Q3 		$8K Hold
2,050
– – ﹤0.01% 777
2021
Q2 		$9K Buy
2,050
+393
+24% +$1.58K ﹤0.01% 686
2021
Q1 		$6K Hold
1,657
– – ﹤0.01% 739
2020
Q4 		$7K Buy
1,657
+67
+4% +$251 ﹤0.01% 698
2020
Q3 		$5K Hold
1,590
– – ﹤0.01% 719
2020
Q2 		$5K Buy
1,590
+332
+26% +$1.08K ﹤0.01% 717
2020
Q1 		$4K Hold
1,258
– – ﹤0.01% 706
2019
Q4 		$8K Hold
1,258
– – ﹤0.01% 643
2019
Q3 		$8K Hold
1,258
– – ﹤0.01% 618
2019
Q2 		$9K Buy
1,258
+98
+8% +$617 ﹤0.01% 579
2019
Q1 		$7K Buy
1,160
+198
+21% +$1.4K ﹤0.01% 637
2018
Q4 		$6K Sell
962
-17
-2% -$109 ﹤0.01% 603
2018
Q3 		$5K Hold
979
– – ﹤0.01% 719
2018
Q2 		$5K Sell
979
-229
-19% -$1.42K ﹤0.01% 711
2018
Q1 		$9K Hold
1,208
– – ﹤0.01% 543
2017
Q4 		$8K Buy
1,208
+175
+17% +$1.12K ﹤0.01% 593
2017
Q3 		$7K Hold
1,033
– – ﹤0.01% 608
2017
Q2 		$6K Buy
+1,033
New +$5.79K ﹤0.01% 631
2015
Q4 		– Sell
-630
Closed -$2K – 734
2015
Q3 		$2K Sell
630
-4
-0.6% -$14 ﹤0.01% 670
2015
Q2 		$3K Sell
634
-439
-41% -$2.06K ﹤0.01% 669
2015
Q1 		$5K Sell
1,073
-551
-34% -$2.69K ﹤0.01% 624
2014
Q4 		$8K Buy
1,624
+267
+20% +$1.5K ﹤0.01% 532
2014
Q3 		$8K Hold
1,357
– – ﹤0.01% 550
2014
Q2 		$8K Buy
+1,357
New +$7.99K ﹤0.01% 539

Other funds holding ITUB

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
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Farmers & Merchants Investments Inc's ITUB Position: Q3 2022 in Review

Farmers & Merchants Investments Inc sold out of Itaú Unibanco (ITUB) in Q3 2022, closing a stake of 2,056 shares — an estimated $8K sold.

Farmers & Merchants Investments Inc first reported a position in ITUB in Q2 2014 and held it in 27 quarters. The position peaked at $10K in Q1 2022. 268 funds tracked by Wall St. Rank hold ITUB as of Q3 2022.

  • Farmers & Merchants Investments Inc reported no remaining Itaú Unibanco position as of Q3 2022 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 2,056 Itaú Unibanco shares in Q3 2022, an estimated $8K.
  • Farmers & Merchants Investments Inc first reported a position in Itaú Unibanco in Q2 2014 and held it in 27 quarters.
  • Farmers & Merchants Investments Inc's Itaú Unibanco position peaked at $10K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2022.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2022, filed 31 Oct 2022.