IUHSA
ACH

Itau Unibanco Holding S.A.’s Accendra Health ACH Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,179
Closed -$170K – 730
2018
Q2 		$170K Buy
+10,179
New +$165K 0.02% 359
2017
Q2 		– Sell
-190
Closed -$7K – 728
2017
Q1 		$7K Buy
190
+30
+19% +$1.07K ﹤0.01% 605
2016
Q4 		$6K Buy
+160
New +$5.41K ﹤0.01% 337

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Itau Unibanco Holding S.A.'s ACH Position: Q3 2018 in Review

Itau Unibanco Holding S.A. sold out of Accendra Health (ACH) in Q3 2018, closing a stake of 10,179 shares — an estimated $170K sold.

Itau Unibanco Holding S.A. first reported a position in ACH in Q4 2016 and held it in 3 quarters. The position peaked at $170K in Q2 2018. 219 funds tracked by Wall St. Rank hold ACH as of Q3 2018.

  • Itau Unibanco Holding S.A. reported no remaining Accendra Health position as of Q3 2018 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 10,179 Accendra Health shares in Q3 2018, an estimated $170K.
  • Itau Unibanco Holding S.A. first reported a position in Accendra Health in Q4 2016 and held it in 3 quarters.
  • Itau Unibanco Holding S.A.'s Accendra Health position peaked at $170K in Q2 2018.
  • 219 funds tracked by Wall St. Rank held Accendra Health as of Q3 2018.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2018, filed 13 Nov 2018.