Ground Swell Capital’s Itaú Unibanco ITUB Stock Holding History

Ground Swell 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
2021 Q2	–	Sell	-23,845	Closed	-$86K	–	117
2021 Q1	$86K	Buy	+23,845	New	+$90.1K	0.28%	78
2014 Q3	$3K	Sell	499 -324	-39%	-$2.06K	0.01%	1735
2014 Q2	$5K	Buy	+823	New	+$4.85K	0.01%	1084

Other funds holding ITUB

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Ground Swell Capital's ITUB Position: Q2 2021 in Review

Ground Swell Capital sold out of Itaú Unibanco (ITUB) in Q2 2021, closing a stake of 23,845 shares — an estimated $86K sold.

Ground Swell Capital first reported a position in ITUB in Q2 2014 and held it in 3 quarters. The position peaked at $86K in Q1 2021. 302 funds tracked by Wall St. Rank hold ITUB as of Q2 2021.

Ground Swell Capital reported no remaining Itaú Unibanco position as of Q2 2021 after selling out during the quarter.
Ground Swell Capital sold 23,845 Itaú Unibanco shares in Q2 2021, an estimated $86K.
Ground Swell Capital first reported a position in Itaú Unibanco in Q2 2014 and held it in 3 quarters.
Ground Swell Capital's Itaú Unibanco position peaked at $86K in Q1 2021.
302 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2021.

Based on Ground Swell Capital's 13F filing for Q2 2021, filed 12 Aug 2021.