Greenleaf Trust’s Itaú Unibanco ITUB Stock Holding History

Greenleaf Trust’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	-31,041	Closed	-$207K	–	539
2019 Q4	$207K	Hold	31,041	–	–	﹤0.01%	511
2019 Q3	$190K	Hold	31,041	–	–	﹤0.01%	528
2019 Q2	$213K	Hold	31,041	–	–	﹤0.01%	496
2019 Q1	$199K	Hold	31,041	–	–	﹤0.01%	502
2018 Q4	$206K	Sell	31,041 -3	-0%	-$19	﹤0.01%	448
2018 Q3	$165K	Buy	+31,044	New	+$167K	﹤0.01%	514

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

Greenleaf Trust's ITUB Position: Q1 2020 in Review

Greenleaf Trust sold out of Itaú Unibanco (ITUB) in Q1 2020, closing a stake of 31,041 shares — an estimated $207K sold.

Greenleaf Trust first reported a position in ITUB in Q3 2018 and held it in 6 quarters. The position peaked at $213K in Q2 2019. 286 funds tracked by Wall St. Rank hold ITUB as of Q1 2020.

Greenleaf Trust reported no remaining Itaú Unibanco position as of Q1 2020 after selling out during the quarter.
Greenleaf Trust sold 31,041 Itaú Unibanco shares in Q1 2020, an estimated $207K.
Greenleaf Trust first reported a position in Itaú Unibanco in Q3 2018 and held it in 6 quarters.
Greenleaf Trust's Itaú Unibanco position peaked at $213K in Q2 2019.
286 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2020.

Based on Greenleaf Trust's 13F filing for Q1 2020, filed 29 Apr 2020.