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Itau Unibanco Holding S.A.’s NBT Bancorp NBTB Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio NBTB Stock Details NBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,179
Closed -$129K – 696
2019
Q4 		$129K Buy
+3,179
New +$125K 0.01% 430
2019
Q3 		– Sell
-10,612
Closed -$398K – 550
2019
Q2 		$398K Buy
10,612
+8,529
+409% +$317K 0.02% 365
2019
Q1 		$72K Hold
2,083
– – ﹤0.01% 480
2018
Q4 		$72K Buy
+2,083
New +$76.5K ﹤0.01% 480
2018
Q3 		– Sell
-3,255
Closed -$124K – 721
2018
Q2 		$124K Buy
+3,255
New +$123K 0.01% 480

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Itau Unibanco Holding S.A.'s NBTB Position: Q1 2020 in Review

Itau Unibanco Holding S.A. sold out of NBT Bancorp (NBTB) in Q1 2020, closing a stake of 3,179 shares — an estimated $129K sold.

Itau Unibanco Holding S.A. first reported a position in NBTB in Q2 2018 and held it in 5 quarters. The position peaked at $398K in Q2 2019. 152 funds tracked by Wall St. Rank hold NBTB as of Q1 2020.

  • Itau Unibanco Holding S.A. reported no remaining NBT Bancorp position as of Q1 2020 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 3,179 NBT Bancorp shares in Q1 2020, an estimated $129K.
  • Itau Unibanco Holding S.A. first reported a position in NBT Bancorp in Q2 2018 and held it in 5 quarters.
  • Itau Unibanco Holding S.A.'s NBT Bancorp position peaked at $398K in Q2 2019.
  • 152 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2020, filed 15 May 2020.