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ITUB icon

Inspire Investing’s Itaú Unibanco ITUB Stock Holding History

Inspire Investing’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
Q2 		– Sell
-3,937
Closed -$13K – 608
2020
Q1 		$13K Buy
+3,937
New +$20.2K 0.01% 673
2018
Q1 		– Sell
-3,904
Closed -$25K – 447
2017
Q4 		$25K Buy
+3,904
New +$24.9K 0.02% 777

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Inspire Investing's ITUB Position: Q2 2020 in Review

Inspire Investing sold out of Itaú Unibanco (ITUB) in Q2 2020, closing a stake of 3,937 shares — an estimated $13K sold.

Inspire Investing first reported a position in ITUB in Q4 2017 and held it in 2 quarters. The position peaked at $25K in Q4 2017. 285 funds tracked by Wall St. Rank hold ITUB as of Q2 2020.

  • Inspire Investing reported no remaining Itaú Unibanco position as of Q2 2020 after selling out during the quarter.
  • Inspire Investing sold 3,937 Itaú Unibanco shares in Q2 2020, an estimated $13K.
  • Inspire Investing first reported a position in Itaú Unibanco in Q4 2017 and held it in 2 quarters.
  • Inspire Investing's Itaú Unibanco position peaked at $25K in Q4 2017.
  • 285 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2020.

Based on Inspire Investing's 13F filing for Q2 2020, filed 12 Aug 2020.