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Global Financial Private Capital’s Itaú Unibanco ITUB Stock Holding History

Global Financial Private 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
2020
Q1 		– Sell
-20,564
Closed -$137K – 402
2019
Q4 		$137K Buy
20,564
+9,699
+89% +$60.8K 0.01% 258
2019
Q3 		$66K Sell
10,865
-413
-4% -$2.68K ﹤0.01% 281
2019
Q2 		$77K Buy
+11,278
New +$71K ﹤0.01% 296

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Global Financial Private Capital's ITUB Position: Q1 2020 in Review

Global Financial Private Capital sold out of Itaú Unibanco (ITUB) in Q1 2020, closing a stake of 20,564 shares — an estimated $137K sold.

Global Financial Private Capital first reported a position in ITUB in Q2 2019 and held it in 3 quarters. The position peaked at $137K in Q4 2019. 286 funds tracked by Wall St. Rank hold ITUB as of Q1 2020.

  • Global Financial Private Capital reported no remaining Itaú Unibanco position as of Q1 2020 after selling out during the quarter.
  • Global Financial Private Capital sold 20,564 Itaú Unibanco shares in Q1 2020, an estimated $137K.
  • Global Financial Private Capital first reported a position in Itaú Unibanco in Q2 2019 and held it in 3 quarters.
  • Global Financial Private Capital's Itaú Unibanco position peaked at $137K in Q4 2019.
  • 286 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2020.

Based on Global Financial Private Capital's 13F filing for Q1 2020, filed 12 May 2020.