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HM Payson & Co’s Itaú Unibanco ITUB Stock Holding History

HM Payson & 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
2021
Q4 		– Sell
-1,383
Closed -$5K – 1123
2021
Q3 		$5K Hold
1,383
– – ﹤0.01% 905
2021
Q2 		$6K Hold
1,383
– – ﹤0.01% 873
2021
Q1 		$5K Hold
1,383
– – ﹤0.01% 948
2020
Q4 		$6K Buy
1,383
+947
+217% +$3.54K ﹤0.01% 914
2020
Q3 		$1K Buy
+436
New +$1.48K ﹤0.01% 999

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

HM Payson & Co's ITUB Position: Q4 2021 in Review

HM Payson & Co sold out of Itaú Unibanco (ITUB) in Q4 2021, closing a stake of 1,383 shares — an estimated $5K sold.

HM Payson & Co first reported a position in ITUB in Q3 2020 and held it in 5 quarters. The position peaked at $6K in Q2 2021. 268 funds tracked by Wall St. Rank hold ITUB as of Q4 2021.

  • HM Payson & Co reported no remaining Itaú Unibanco position as of Q4 2021 after selling out during the quarter.
  • HM Payson & Co sold 1,383 Itaú Unibanco shares in Q4 2021, an estimated $5K.
  • HM Payson & Co first reported a position in Itaú Unibanco in Q3 2020 and held it in 5 quarters.
  • HM Payson & Co's Itaú Unibanco position peaked at $6K in Q2 2021.
  • 268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2021.

Based on HM Payson & Co's 13F filing for Q4 2021, filed 15 Feb 2022.