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Itau Unibanco Holding S.A.’s Everest Group EG Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-294
Closed -$57K – 236
2020
Q1 		$57K Buy
294
+213
+263% +$54.4K ﹤0.01% 222
2019
Q4 		$22K Buy
+81
New +$21.4K ﹤0.01% 797
2018
Q3 		– Sell
-245
Closed -$56K – 655
2018
Q2 		$56K Sell
245
-54
-18% -$12.7K 0.01% 614
2018
Q1 		$77K Sell
299
-786
-72% -$189K ﹤0.01% 452
2017
Q4 		$240K Sell
1,085
-1,169
-52% -$264K 0.01% 254
2017
Q3 		$1.63M Buy
2,254
+2,134
+1,778% +$538K 0.11% 105
2017
Q2 		$31K Sell
120
-50
-29% -$12.3K ﹤0.01% 347
2017
Q1 		$40K Buy
170
+120
+240% +$27.4K ﹤0.01% 249
2016
Q4 		$11K Buy
+50
New +$10.3K ﹤0.01% 234

Other funds holding EG

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Itau Unibanco Holding S.A. sold out of Everest Group (EG) in Q2 2020, closing a stake of 294 shares — an estimated $57K sold.

Itau Unibanco Holding S.A. first reported a position in EG in Q4 2016 and held it in 9 quarters. The position peaked at $1.63M in Q3 2017. 426 funds tracked by Wall St. Rank hold EG as of Q2 2020.

  • Itau Unibanco Holding S.A. reported no remaining Everest Group position as of Q2 2020 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 294 Everest Group shares in Q2 2020, an estimated $57K.
  • Itau Unibanco Holding S.A. first reported a position in Everest Group in Q4 2016 and held it in 9 quarters.
  • Itau Unibanco Holding S.A.'s Everest Group position peaked at $1.63M in Q3 2017.
  • 426 funds tracked by Wall St. Rank held Everest Group as of Q2 2020.

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