IUHSA
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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 $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return