Itau Unibanco Holding S.A.’s Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México BSMX Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio BSMX Stock Details BSMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-201,493	Closed	-$1.16M	–	491
2021 Q3	$1.16M	Buy	201,493 +103,640	+106%	+$606K	0.06%	113
2021 Q2	$615K	Buy	+97,853	New	+$575K	0.03%	111
2021 Q1	–	Sell	-1,214,065	Closed	-$6.25M	–	198
2020 Q4	$6.25M	Buy	1,214,065 +552,485	+84%	+$2.5M	0.28%	48
2020 Q3	$2.12M	Hold	661,580	–	–	0.11%	95
2020 Q2	$2.39M	Sell	661,580 -469,926	-42%	-$1.47M	0.13%	68
2020 Q1	$3.67M	Sell	1,131,506 -151,515	-12%	-$954K	0.29%	43
2019 Q4	$8.7M	Buy	+1,283,021	New	+$8.53M	0.44%	41
2019 Q2	–	Sell	-1,139,216	Closed	-$7.02M	–	845
2019 Q1	$7.02M	Hold	1,139,216	–	–	0.32%	42
2018 Q4	$7.02M	Sell	1,139,216 -589,100	-34%	-$3.96M	0.32%	42
2018 Q3	$13.4M	Buy	+1,728,316	New	+$13.6M	0.76%	21
2018 Q2	–	Sell	-33,577	Closed	-$404K	–	837
2018 Q1	$404K	Buy	+33,577	New	+$248K	﹤0.01%	249
2017 Q1	–	Sell	-3,112	Closed	-$22K	–	816
2016 Q4	$22K	Buy	3,112 +1,320	+74%	+$10.6K	﹤0.01%	230
2016 Q3	$16K	Sell	1,792 -736,204	-100%	-$6.82M	﹤0.01%	255
2016 Q2	$6.71M	Buy	+737,996	New	+$6.57M	1.11%	22

Other funds holding BSMX

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Itau Unibanco Holding S.A.'s BSMX Position: Q4 2021 in Review

Itau Unibanco Holding S.A. sold out of Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México (BSMX) in Q4 2021, closing a stake of 201,493 shares — an estimated $1.16M sold.

Itau Unibanco Holding S.A. first reported a position in BSMX in Q2 2016 and held it in 14 quarters. The position peaked at $13.4M in Q3 2018. 37 funds tracked by Wall St. Rank hold BSMX as of Q4 2021.

Itau Unibanco Holding S.A. reported no remaining Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position as of Q4 2021 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 201,493 Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México shares in Q4 2021, an estimated $1.16M.
Itau Unibanco Holding S.A. first reported a position in Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México in Q2 2016 and held it in 14 quarters.
Itau Unibanco Holding S.A.'s Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position peaked at $13.4M in Q3 2018.
37 funds tracked by Wall St. Rank held Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México as of Q4 2021.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2021, filed 14 Feb 2022.