IUHSA
JBTM icon

Itau Unibanco Holding S.A.’s JBT Marel JBTM Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,800
Closed -$218K – 581
2023
Q2 		$218K Sell
1,800
-3,223
-64% -$353K 0.01% 171
2023
Q1 		$549K Buy
+5,023
New +$531K 0.03% 121
2022
Q4 		– Sell
-3,284
Closed -$282K – 661
2022
Q3 		$282K Buy
+3,284
New +$348K 0.01% 189

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Itau Unibanco Holding S.A. sold out of JBT Marel (JBTM) in Q3 2023, closing a stake of 1,800 shares — an estimated $218K sold.

Itau Unibanco Holding S.A. first reported a position in JBTM in Q3 2022 and held it in 3 quarters. The position peaked at $549K in Q1 2023. 274 funds tracked by Wall St. Rank hold JBTM as of Q3 2023.

  • Itau Unibanco Holding S.A. reported no remaining JBT Marel position as of Q3 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 1,800 JBT Marel shares in Q3 2023, an estimated $218K.
  • Itau Unibanco Holding S.A. first reported a position in JBT Marel in Q3 2022 and held it in 3 quarters.
  • Itau Unibanco Holding S.A.'s JBT Marel position peaked at $549K in Q1 2023.
  • 274 funds tracked by Wall St. Rank held JBT Marel as of Q3 2023.

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