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Itau Unibanco Holding S.A.’s Morningstar MORN Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-30
Closed -$2K – 685
2017
Q2 		$2K Sell
30
-30
-50% -$2.26K ﹤0.01% 631
2017
Q1 		$5K Buy
+60
New +$4.67K ﹤0.01% 639

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Itau Unibanco Holding S.A.'s MORN Position: Q3 2017 in Review

Itau Unibanco Holding S.A. sold out of Morningstar (MORN) in Q3 2017, closing a stake of 30 shares — an estimated $2K sold.

Itau Unibanco Holding S.A. first reported a position in MORN in Q1 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 153 funds tracked by Wall St. Rank hold MORN as of Q3 2017.

  • Itau Unibanco Holding S.A. reported no remaining Morningstar position as of Q3 2017 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 30 Morningstar shares in Q3 2017, an estimated $2K.
  • Itau Unibanco Holding S.A. first reported a position in Morningstar in Q1 2017 and held it in 2 quarters.
  • Itau Unibanco Holding S.A.'s Morningstar position peaked at $5K in Q1 2017.
  • 153 funds tracked by Wall St. Rank held Morningstar as of Q3 2017.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2017, filed 14 Nov 2017.