Gemmer Asset Management’s Itaú Unibanco ITUB Stock Holding History

Gemmer Asset Management’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
2020 Q1	–	Sell	-400	Closed	-$3K	–	1339
2019 Q4	$3K	Hold	400	–	–	﹤0.01%	1143
2019 Q3	$2K	Hold	400	–	–	﹤0.01%	1248
2019 Q2	$3K	Hold	400	–	–	﹤0.01%	1126
2019 Q1	$3K	Hold	400	–	–	﹤0.01%	1178
2018 Q4	$3K	Hold	400	–	–	﹤0.01%	1098
2018 Q3	$2K	Sell	400 -33	-8%	-$177	﹤0.01%	1284
2018 Q2	$2K	Buy	433 +68	+19%	+$423	﹤0.01%	1296
2018 Q1	$3K	Buy	+365	New	+$2.73K	﹤0.01%	1186

Other funds holding ITUB

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Gemmer Asset Management's ITUB Position: Q1 2020 in Review

Gemmer Asset Management sold out of Itaú Unibanco (ITUB) in Q1 2020, closing a stake of 400 shares — an estimated $3K sold.

Gemmer Asset Management first reported a position in ITUB in Q1 2018 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 286 funds tracked by Wall St. Rank hold ITUB as of Q1 2020.

Gemmer Asset Management reported no remaining Itaú Unibanco position as of Q1 2020 after selling out during the quarter.
Gemmer Asset Management sold 400 Itaú Unibanco shares in Q1 2020, an estimated $3K.
Gemmer Asset Management first reported a position in Itaú Unibanco in Q1 2018 and held it in 8 quarters.
Gemmer Asset Management's Itaú Unibanco position peaked at $3K in Q4 2019.
286 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2020.

Based on Gemmer Asset Management's 13F filing for Q1 2020, filed 1 May 2020.