Itau Unibanco Holding S.A.’s Exponent EXPO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,120	Closed	-$215K	–	550
2019 Q4	$215K	Buy	+3,120	New	+$206K	0.01%	218
2019 Q2	–	Sell	-2,670	Closed	-$133K	–	738
2019 Q1	$133K	Hold	2,670	–	–	0.01%	287
2018 Q4	$133K	Buy	+2,670	New	+$134K	0.01%	287
2017 Q1	–	Sell	-100	Closed	-$3K	–	744
2016 Q4	$3K	Buy	+100	New	+$2.9K	﹤0.01%	419

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Itau Unibanco Holding S.A.'s EXPO Position: Q1 2020 in Review

Itau Unibanco Holding S.A. sold out of Exponent (EXPO) in Q1 2020, closing a stake of 3,120 shares — an estimated $215K sold.

Itau Unibanco Holding S.A. first reported a position in EXPO in Q4 2016 and held it in 4 quarters. The position peaked at $215K in Q4 2019. 274 funds tracked by Wall St. Rank hold EXPO as of Q1 2020.

Itau Unibanco Holding S.A. reported no remaining Exponent position as of Q1 2020 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 3,120 Exponent shares in Q1 2020, an estimated $215K.
Itau Unibanco Holding S.A. first reported a position in Exponent in Q4 2016 and held it in 4 quarters.
Itau Unibanco Holding S.A.'s Exponent position peaked at $215K in Q4 2019.
274 funds tracked by Wall St. Rank held Exponent as of Q1 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2020, filed 15 May 2020.