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Itau Unibanco Holding S.A.’s Donaldson DCI Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-631
Closed -$39.4K – 497
2023
Q2 		$39.4K Buy
+631
New +$39.5K ﹤0.01% 362
2019
Q2 		– Sell
-1,279
Closed -$55K – 724
2019
Q1 		$55K Hold
1,279
– – ﹤0.01% 512
2018
Q4 		$55K Buy
+1,279
New +$66.1K ﹤0.01% 512

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Itau Unibanco Holding S.A. sold out of Donaldson (DCI) in Q3 2023, closing a stake of 631 shares — an estimated $39.4K sold.

Itau Unibanco Holding S.A. first reported a position in DCI in Q4 2018 and held it in 3 quarters. The position peaked at $55K in Q1 2019. 451 funds tracked by Wall St. Rank hold DCI as of Q3 2023.

  • Itau Unibanco Holding S.A. reported no remaining Donaldson position as of Q3 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 631 Donaldson shares in Q3 2023, an estimated $39.4K.
  • Itau Unibanco Holding S.A. first reported a position in Donaldson in Q4 2018 and held it in 3 quarters.
  • Itau Unibanco Holding S.A.'s Donaldson position peaked at $55K in Q1 2019.
  • 451 funds tracked by Wall St. Rank held Donaldson as of Q3 2023.

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