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Itau Unibanco Holding S.A.’s CBRE Group CBRE Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-823
Closed -$66.4K – 484
2023
Q2 		$66.4K Buy
+823
New +$61.6K ﹤0.01% 285
2022
Q4 		– Sell
-2,761
Closed -$186K – 529
2022
Q3 		$186K Buy
+2,761
New +$219K 0.01% 235
2022
Q2 		– Sell
-1,455
Closed -$133K – 489
2022
Q1 		$133K Buy
1,455
+703
+93% +$68.5K ﹤0.01% 259
2021
Q4 		$82K Buy
+752
New +$77.1K ﹤0.01% 238
2020
Q1 		– Sell
-112
Closed -$7K – 492
2019
Q4 		$7K Buy
+112
New +$6.2K ﹤0.01% 863
2019
Q3 		– Sell
-7,291
Closed -$374K – 357
2019
Q2 		$374K Buy
+7,291
New +$362K 0.02% 393

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Itau Unibanco Holding S.A.'s CBRE Position: Q3 2023 in Review

Itau Unibanco Holding S.A. sold out of CBRE Group (CBRE) in Q3 2023, closing a stake of 823 shares — an estimated $66.4K sold.

Itau Unibanco Holding S.A. first reported a position in CBRE in Q2 2019 and held it in 6 quarters. The position peaked at $374K in Q2 2019. 695 funds tracked by Wall St. Rank hold CBRE as of Q3 2023.

  • Itau Unibanco Holding S.A. reported no remaining CBRE Group position as of Q3 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 823 CBRE Group shares in Q3 2023, an estimated $66.4K.
  • Itau Unibanco Holding S.A. first reported a position in CBRE Group in Q2 2019 and held it in 6 quarters.
  • Itau Unibanco Holding S.A.'s CBRE Group position peaked at $374K in Q2 2019.
  • 695 funds tracked by Wall St. Rank held CBRE Group as of Q3 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2023, filed 14 Nov 2023.