Itau Unibanco Holding S.A.’s MKS Inc MKSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-482	Closed	-$52.1K	–	536
2023 Q2	$52.1K	Buy	+482	New	+$44.1K	﹤0.01%	327
2022 Q4	–	Sell	-1,185	Closed	-$98K	–	596
2022 Q3	$98K	Buy	+1,185	New	+$122K	﹤0.01%	308
2020 Q1	–	Sell	-238	Closed	-$26K	–	682
2019 Q4	$26K	Buy	+238	New	+$24.9K	﹤0.01%	789
2019 Q3	–	Sell	-3,838	Closed	-$299K	–	534
2019 Q2	$299K	Buy	3,838 +3,222	+523%	+$272K	0.01%	466
2019 Q1	$40K	Hold	616	–	–	﹤0.01%	544
2018 Q4	$40K	Sell	616 -1,251	-67%	-$90.4K	﹤0.01%	544
2018 Q3	$150K	Buy	1,867 +244	+15%	+$22.3K	0.01%	366
2018 Q2	$155K	Buy	+1,623	New	+$177K	0.02%	401

Other funds holding MKSI

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Itau Unibanco Holding S.A. sold out of MKS Inc (MKSI) in Q3 2023, closing a stake of 482 shares — an estimated $52.1K sold.

Itau Unibanco Holding S.A. first reported a position in MKSI in Q2 2018 and held it in 8 quarters. The position peaked at $299K in Q2 2019. 323 funds tracked by Wall St. Rank hold MKSI as of Q3 2023.

Itau Unibanco Holding S.A. reported no remaining MKS Inc position as of Q3 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 482 MKS Inc shares in Q3 2023, an estimated $52.1K.
Itau Unibanco Holding S.A. first reported a position in MKS Inc in Q2 2018 and held it in 8 quarters.
Itau Unibanco Holding S.A.'s MKS Inc position peaked at $299K in Q2 2019.
323 funds tracked by Wall St. Rank held MKS Inc as of Q3 2023.

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