Itau Unibanco Holding S.A.’s Federated Hermes FHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,409	Closed	-$50.5K	–	514
2023 Q2	$50.5K	Buy	+1,409	New	+$54.5K	﹤0.01%	334
2020 Q1	–	Sell	-4,437	Closed	-$145K	–	560
2019 Q4	$145K	Buy	+4,437	New	+$145K	0.01%	372
2018 Q4	–	Sell	-5,187	Closed	-$125K	–	626
2018 Q3	$125K	Sell	5,187 -1,490	-22%	-$35K	0.01%	419
2018 Q2	$156K	Buy	+6,677	New	+$178K	0.02%	399
2016 Q4	–	Sell	-140	Closed	-$4K	–	462
2016 Q3	$4K	Buy	+140	New	+$4.38K	﹤0.01%	438

Other funds holding FHI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Itau Unibanco Holding S.A. sold out of Federated Hermes (FHI) in Q3 2023, closing a stake of 1,409 shares — an estimated $50.5K sold.

Itau Unibanco Holding S.A. first reported a position in FHI in Q3 2016 and held it in 5 quarters. The position peaked at $156K in Q2 2018. 308 funds tracked by Wall St. Rank hold FHI as of Q3 2023.

Itau Unibanco Holding S.A. reported no remaining Federated Hermes position as of Q3 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 1,409 Federated Hermes shares in Q3 2023, an estimated $50.5K.
Itau Unibanco Holding S.A. first reported a position in Federated Hermes in Q3 2016 and held it in 5 quarters.
Itau Unibanco Holding S.A.'s Federated Hermes position peaked at $156K in Q2 2018.
308 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2023.

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