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Itau Unibanco Holding S.A.’s Eversource Energy ES Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-729
Closed -$51.7K – 507
2023
Q2 		$51.7K Buy
+729
New +$54.3K ﹤0.01% 330
2017
Q4 		– Sell
-336
Closed -$64K – 576
2017
Q3 		$64K Sell
336
-2,400
-88% -$148K ﹤0.01% 558
2017
Q2 		$166K Buy
2,736
+2,461
+895% +$149K 0.02% 192
2017
Q1 		$16K Buy
+275
New +$15.6K ﹤0.01% 458

Other funds holding ES

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 Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Itau Unibanco Holding S.A. sold out of Eversource Energy (ES) in Q3 2023, closing a stake of 729 shares — an estimated $51.7K sold.

Itau Unibanco Holding S.A. first reported a position in ES in Q1 2017 and held it in 4 quarters. The position peaked at $166K in Q2 2017. 803 funds tracked by Wall St. Rank hold ES as of Q3 2023.

  • Itau Unibanco Holding S.A. reported no remaining Eversource Energy position as of Q3 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 729 Eversource Energy shares in Q3 2023, an estimated $51.7K.
  • Itau Unibanco Holding S.A. first reported a position in Eversource Energy in Q1 2017 and held it in 4 quarters.
  • Itau Unibanco Holding S.A.'s Eversource Energy position peaked at $166K in Q2 2017.
  • 803 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

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