HMS
ITUB icon

Hanseatic Management Services’s Itaú Unibanco ITUB Stock Holding History

Hanseatic Management Services’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
-3,878
Closed -$26K – 228
2019
Q4 		$26K Sell
3,878
-11
-0.3% -$69 0.02% 167
2019
Q3 		$24K Hold
3,889
– – 0.02% 146
2019
Q2 		$27K Sell
3,889
-388
-9% -$2.44K 0.03% 149
2019
Q1 		$27K Buy
4,277
+388
+10% +$2.75K 0.03% 157
2018
Q4 		$26K Sell
3,889
-108
-3% -$694 0.04% 140
2018
Q3 		$21K Buy
+3,997
New +$21.5K 0.02% 219
2018
Q2 		– Sell
-3,898
Closed -$29K – 426
2018
Q1 		$29K Buy
3,898
+490
+14% +$3.67K 0.03% 209
2017
Q4 		$21K Buy
3,408
+248
+8% +$1.58K 0.02% 218
2017
Q3 		$21K Buy
3,160
+99
+3% +$605 0.02% 210
2017
Q2 		$16K Sell
3,061
-248,004
-99% -$1.39M 0.01% 238
2017
Q1 		$1.47M Buy
251,065
+627
+0.3% +$3.72K 0.81% 39
2016
Q4 		$1.25M Buy
250,438
+464
+0.2% +$2.38K 0.7% 52
2016
Q3 		$1.21M Buy
249,974
+154,370
+161% +$731K 0.43% 90
2016
Q2 		$398K Sell
95,604
-537
-0.6% -$2.07K 0.15% 171
2016
Q1 		$364K Buy
+96,141
New +$293K 0.13% 137
2015
Q3 		– Sell
-2,427
Closed -$11K – 410
2015
Q2 		$11K Buy
2,427
+1,352
+126% +$6.36K ﹤0.01% 281
2015
Q1 		$5K Sell
1,075
-1,065
-50% -$5.2K ﹤0.01% 261
2014
Q4 		$11K Sell
2,140
-459
-18% -$2.58K 0.01% 267
2014
Q3 		$14K Buy
+2,599
New +$16.6K 0.01% 262

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Vanguard Group
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JP Morgan Chase
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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