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Itau Unibanco Holding S.A.’s Broadridge BR Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-495
Closed -$72.6K – 525
2023
Q1 		$72.6K Buy
+495
New +$70.8K ﹤0.01% 306
2022
Q4 		– Sell
-375
Closed -$54K – 525
2022
Q3 		$54K Buy
+375
New +$60.9K ﹤0.01% 380
2020
Q1 		– Sell
-583
Closed -$72K – 482
2019
Q4 		$72K Buy
+583
New +$71.3K ﹤0.01% 608
2019
Q2 		– Sell
-1,217
Closed -$116K – 714
2019
Q1 		$116K Hold
1,217
– – 0.01% 329
2018
Q4 		$116K Buy
+1,217
New +$132K 0.01% 329
2018
Q1 		– Sell
-785
Closed -$71K – 585
2017
Q4 		$71K Sell
785
-848
-52% -$74K ﹤0.01% 398
2017
Q3 		$417K Buy
1,633
+1,323
+427% +$102K 0.03% 327
2017
Q2 		$23K Hold
310
– – ﹤0.01% 402
2017
Q1 		$21K Buy
+310
New +$21K ﹤0.01% 394

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return