Itau Unibanco Holding S.A.’s Maximus MMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,518	Closed	-$88K	–	324
2020 Q1	$88K	Sell	1,518 -1,671	-52%	-$113K	0.01%	140
2019 Q4	$237K	Buy	+3,189	New	+$240K	0.01%	189
2019 Q3	–	Sell	-8,935	Closed	-$648K	–	537
2019 Q2	$648K	Buy	8,935 +6,711	+302%	+$487K	0.03%	185
2019 Q1	$144K	Hold	2,224	–	–	0.01%	262
2018 Q4	$144K	Sell	2,224 -739	-25%	-$48.6K	0.01%	262
2018 Q3	$193K	Sell	2,963 -2,995	-50%	-$194K	0.01%	283
2018 Q2	$370K	Buy	5,958 +5,695	+2,165%	+$369K	0.04%	161
2018 Q1	$18K	Sell	263 -115	-30%	-$7.82K	﹤0.01%	538
2017 Q4	$27K	Buy	+378	New	+$25.5K	﹤0.01%	476

Other funds holding MMS

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

Itau Unibanco Holding S.A. sold out of Maximus (MMS) in Q2 2020, closing a stake of 1,518 shares — an estimated $88K sold.

Itau Unibanco Holding S.A. first reported a position in MMS in Q4 2017 and held it in 9 quarters. The position peaked at $648K in Q2 2019. 310 funds tracked by Wall St. Rank hold MMS as of Q2 2020.

Itau Unibanco Holding S.A. reported no remaining Maximus position as of Q2 2020 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 1,518 Maximus shares in Q2 2020, an estimated $88K.
Itau Unibanco Holding S.A. first reported a position in Maximus in Q4 2017 and held it in 9 quarters.
Itau Unibanco Holding S.A.'s Maximus position peaked at $648K in Q2 2019.
310 funds tracked by Wall St. Rank held Maximus as of Q2 2020.

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