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Great Diamond Partners’s Itaú Unibanco ITUB Stock Holding History

Great Diamond Partners’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
-1,072
Closed -$7K – 363
2019
Q4 		$7K Buy
+1,072
New +$6.72K ﹤0.01% 583

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Vanguard Group
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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 $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
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

Great Diamond Partners's ITUB Position: Q1 2020 in Review

Great Diamond Partners sold out of Itaú Unibanco (ITUB) in Q1 2020, closing a stake of 1,072 shares — an estimated $7K sold.

Great Diamond Partners first reported a position in ITUB in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 286 funds tracked by Wall St. Rank hold ITUB as of Q1 2020.

  • Great Diamond Partners reported no remaining Itaú Unibanco position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 1,072 Itaú Unibanco shares in Q1 2020, an estimated $7K.
  • Great Diamond Partners first reported a position in Itaú Unibanco in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's Itaú Unibanco position peaked at $7K in Q4 2019.
  • 286 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.