Gruss & Co’s Itaú Unibanco ITUB Stock Holding History

Gruss & Co’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 Q3	–	Sell	-53,049	Closed	-$181K	–	33
2020 Q2	$181K	Hold	53,049	–	–	0.35%	30
2020 Q1	$173K	Hold	53,049	–	–	0.32%	25
2019 Q4	$353K	Sell	53,049 -54,973	-51%	-$344K	0.43%	27
2019 Q3	$661K	Hold	108,022	–	–	0.8%	19
2019 Q2	$740K	Hold	108,022	–	–	0.8%	24
2019 Q1	$692K	Buy	+108,022	New	+$764K	0.72%	24

Other funds holding ITUB

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gruss & Co's ITUB Position: Q3 2020 in Review

Gruss & Co sold out of Itaú Unibanco (ITUB) in Q3 2020, closing a stake of 53,049 shares — an estimated $181K sold.

Gruss & Co first reported a position in ITUB in Q1 2019 and held it in 6 quarters. The position peaked at $740K in Q2 2019. 272 funds tracked by Wall St. Rank hold ITUB as of Q3 2020.

Gruss & Co reported no remaining Itaú Unibanco position as of Q3 2020 after selling out during the quarter.
Gruss & Co sold 53,049 Itaú Unibanco shares in Q3 2020, an estimated $181K.
Gruss & Co first reported a position in Itaú Unibanco in Q1 2019 and held it in 6 quarters.
Gruss & Co's Itaú Unibanco position peaked at $740K in Q2 2019.
272 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2020.

Based on Gruss & Co's 13F filing for Q3 2020, filed 13 Nov 2020.