Itau Unibanco Holding S.A.’s HealthStream HSTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,607	Closed	-$62K	–	276
2020 Q1	$62K	Buy	2,607 +2,034	+355%	+$51.1K	﹤0.01%	202
2019 Q4	$16K	Buy	+573	New	+$15.8K	﹤0.01%	827
2019 Q2	–	Sell	-3,185	Closed	-$76K	–	762
2019 Q1	$76K	Hold	3,185	–	–	﹤0.01%	462
2018 Q4	$76K	Buy	+3,185	New	+$82.6K	﹤0.01%	462

Other funds holding HSTM

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Itau Unibanco Holding S.A. sold out of HealthStream (HSTM) in Q2 2020, closing a stake of 2,607 shares — an estimated $62K sold.

Itau Unibanco Holding S.A. first reported a position in HSTM in Q4 2018 and held it in 4 quarters. The position peaked at $76K in Q1 2019. 175 funds tracked by Wall St. Rank hold HSTM as of Q2 2020.

Itau Unibanco Holding S.A. reported no remaining HealthStream position as of Q2 2020 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 2,607 HealthStream shares in Q2 2020, an estimated $62K.
Itau Unibanco Holding S.A. first reported a position in HealthStream in Q4 2018 and held it in 4 quarters.
Itau Unibanco Holding S.A.'s HealthStream position peaked at $76K in Q1 2019.
175 funds tracked by Wall St. Rank held HealthStream as of Q2 2020.

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