Hermes Investment Management’s Itaú Unibanco ITUB Stock Holding History

Hermes Investment Management’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
2018 Q2	$3.15M	Sell	625,707 -282,177	-31%	-$1.75M	0.04%	149
2018 Q1	$6.87M	Buy	907,884 +474,348	+109%	+$3.55M	0.1%	137
2017 Q4	$2.73M	Buy	433,536 +35,777	+9%	+$228K	0.04%	147
2017 Q3	$2.64M	Buy	397,759 +285,115	+253%	+$1.74M	0.04%	146
2017 Q2	$604K	Sell	112,644 -9,481	-8%	-$53.2K	0.01%	184
2017 Q1	$715K	Buy	122,125 +75,220	+160%	+$446K	0.01%	161
2016 Q4	$234K	Buy	46,905 +13,382	+40%	+$68.6K	﹤0.01%	225
2016 Q3	$162K	Sell	33,523 -8,247	-20%	-$39K	﹤0.01%	226
2016 Q2	$174K	Sell	41,770 -4,510	-10%	-$17.4K	﹤0.01%	222
2016 Q1	$179K	Buy	+46,280	New	+$141K	﹤0.01%	228

Other funds holding ITUB

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WGI

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

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

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

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

Hermes Investment Management's ITUB Position: Q2 2018 in Review

Hermes Investment Management reduced its Itaú Unibanco (ITUB) stake by 31% in Q2 2018, selling an estimated $1.75M and leaving 625,707 shares worth $3.15M. The position accounts for 0.04% of the portfolio, ranked #149.

Hermes Investment Management first reported a position in ITUB in Q1 2016 and has held it in 10 quarters since. The position peaked at $6.87M in Q1 2018. 299 funds tracked by Wall St. Rank hold ITUB as of Q2 2018.

Hermes Investment Management held 625,707 shares of Itaú Unibanco worth $3.15M as of Q2 2018.
Hermes Investment Management sold 282,177 Itaú Unibanco shares in Q2 2018, an estimated $1.75M.
Itaú Unibanco made up 0.04% of Hermes Investment Management's portfolio in Q2 2018, its #149 holding.
Hermes Investment Management first reported a position in Itaú Unibanco in Q1 2016 and has held it in 10 quarters since.
Hermes Investment Management's Itaú Unibanco position peaked at $6.87M in Q1 2018.
299 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2018.

Based on Hermes Investment Management's 13F filing for Q2 2018, filed 24 Jul 2018.