Gilbert & Cook’s Itaú Unibanco ITUB Stock Holding History

Gilbert & Cook’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
2021 Q4	–	Sell	-13,967	Closed	-$54K	–	214
2021 Q3	$54K	Buy	+13,967	New	+$57.2K	0.01%	207

Other funds holding ITUB

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WGI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Gilbert & Cook's ITUB Position: Q4 2021 in Review

Gilbert & Cook sold out of Itaú Unibanco (ITUB) in Q4 2021, closing a stake of 13,967 shares — an estimated $54K sold.

Gilbert & Cook first reported a position in ITUB in Q3 2021 and held it in 1 quarter. The position peaked at $54K in Q3 2021. 268 funds tracked by Wall St. Rank hold ITUB as of Q4 2021.

Gilbert & Cook reported no remaining Itaú Unibanco position as of Q4 2021 after selling out during the quarter.
Gilbert & Cook sold 13,967 Itaú Unibanco shares in Q4 2021, an estimated $54K.
Gilbert & Cook first reported a position in Itaú Unibanco in Q3 2021 and held it in 1 quarter.
Gilbert & Cook's Itaú Unibanco position peaked at $54K in Q3 2021.
268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2021.

Based on Gilbert & Cook's 13F filing for Q4 2021, filed 19 Jan 2022.