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Itau Unibanco Holding S.A.’s CDW CDW Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-886
Closed -$179K – 393
2023
Q3 		$179K Buy
886
+124
+16% +$24.7K 0.01% 165
2023
Q2 		$140K Sell
762
-1,228
-62% -$215K 0.01% 200
2023
Q1 		$388K Buy
+1,990
New +$391K 0.02% 135
2018
Q3 		– Sell
-1,109
Closed -$90K – 624
2018
Q2 		$90K Sell
1,109
-2,734
-71% -$212K 0.01% 557
2018
Q1 		$270K Sell
3,843
-1,826
-32% -$133K ﹤0.01% 329
2017
Q4 		$394K Buy
5,669
+2,748
+94% +$189K 0.02% 195
2017
Q3 		$610K Buy
2,921
+2,631
+907% +$165K 0.04% 248
2017
Q2 		$18K Sell
290
-40
-12% -$2.39K ﹤0.01% 429
2017
Q1 		$19K Buy
+330
New +$18.6K ﹤0.01% 415

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Itau Unibanco Holding S.A.'s CDW Position: Q4 2023 in Review

Itau Unibanco Holding S.A. sold out of CDW (CDW) in Q4 2023, closing a stake of 886 shares — an estimated $179K sold.

Itau Unibanco Holding S.A. first reported a position in CDW in Q1 2017 and held it in 9 quarters. The position peaked at $610K in Q3 2017. 861 funds tracked by Wall St. Rank hold CDW as of Q4 2023.

  • Itau Unibanco Holding S.A. reported no remaining CDW position as of Q4 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 886 CDW shares in Q4 2023, an estimated $179K.
  • Itau Unibanco Holding S.A. first reported a position in CDW in Q1 2017 and held it in 9 quarters.
  • Itau Unibanco Holding S.A.'s CDW position peaked at $610K in Q3 2017.
  • 861 funds tracked by Wall St. Rank held CDW as of Q4 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2023, filed 14 Feb 2024.