IUHSA
EFOR

Itau Unibanco Holding S.A.’s Everforth Inc EFOR Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,381
Closed -$49K – 156
2020
Q1 		$49K Buy
1,381
+628
+83% +$35.6K ﹤0.01% 268
2019
Q4 		$53K Buy
+753
New +$49.2K ﹤0.01% 670
2019
Q3 		– Sell
-5,675
Closed -$344K – 328
2019
Q2 		$344K Buy
+5,675
New +$341K 0.02% 425

Other funds holding EFOR

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Itau Unibanco Holding S.A.'s EFOR Position: Q2 2020 in Review

Itau Unibanco Holding S.A. sold out of Everforth Inc (EFOR) in Q2 2020, closing a stake of 1,381 shares — an estimated $49K sold.

Itau Unibanco Holding S.A. first reported a position in EFOR in Q2 2019 and held it in 3 quarters. The position peaked at $344K in Q2 2019. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2020.

  • Itau Unibanco Holding S.A. reported no remaining Everforth Inc position as of Q2 2020 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 1,381 Everforth Inc shares in Q2 2020, an estimated $49K.
  • Itau Unibanco Holding S.A. first reported a position in Everforth Inc in Q2 2019 and held it in 3 quarters.
  • Itau Unibanco Holding S.A.'s Everforth Inc position peaked at $344K in Q2 2019.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2020, filed 14 Aug 2020.