Itau Unibanco Holding S.A.’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-561	Closed	-$193K	–	500
2023 Q2	$193K	Buy	+561	New	+$189K	0.01%	180
2023 Q1	–	Sell	-5,036	Closed	-$1.67M	–	533
2022 Q4	$1.67M	Buy	5,036 +1,953	+63%	+$635K	0.07%	100
2022 Q3	$886K	Buy	+3,083	New	+$980K	0.04%	121
2022 Q2	–	Sell	-10	Closed	-$3K	–	513
2022 Q1	$3K	Buy	+10	New	+$3.47K	﹤0.01%	448

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Itau Unibanco Holding S.A. sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2023, closing a stake of 561 shares — an estimated $193K sold.

Itau Unibanco Holding S.A. first reported a position in DIA in Q1 2022 and held it in 4 quarters. The position peaked at $1.67M in Q4 2022. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

Itau Unibanco Holding S.A. reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 561 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $193K.
Itau Unibanco Holding S.A. first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and held it in 4 quarters.
Itau Unibanco Holding S.A.'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.67M in Q4 2022.
1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

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