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	–	480
2019 Q4	$72K	Buy	+583	New	+$71.3K	﹤0.01%	608
2019 Q2	–	Sell	-1,217	Closed	-$116K	–	707
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	–	584
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Itau Unibanco Holding S.A.'s BR Position: Q2 2023 in Review

Itau Unibanco Holding S.A. sold out of Broadridge (BR) in Q2 2023, closing a stake of 495 shares — an estimated $72.6K sold.

Itau Unibanco Holding S.A. first reported a position in BR in Q1 2017 and held it in 9 quarters. The position peaked at $417K in Q3 2017. 816 funds tracked by Wall St. Rank hold BR as of Q2 2023.

Itau Unibanco Holding S.A. reported no remaining Broadridge position as of Q2 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 495 Broadridge shares in Q2 2023, an estimated $72.6K.
Itau Unibanco Holding S.A. first reported a position in Broadridge in Q1 2017 and held it in 9 quarters.
Itau Unibanco Holding S.A.'s Broadridge position peaked at $417K in Q3 2017.
816 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2023, filed 14 Aug 2023.