Itau Unibanco Holding S.A.’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,959	Closed	-$308K	–	492
2023 Q3	$308K	Buy	+2,959	New	+$352K	0.01%	135
2023 Q2	–	Sell	-987	Closed	-$109K	–	592
2023 Q1	$109K	Buy	987 +30	+3%	+$3.32K	0.01%	228
2022 Q4	$96.2K	Buy	957 +156	+19%	+$16.3K	﹤0.01%	300
2022 Q3	$77K	Buy	+801	New	+$89.8K	﹤0.01%	354
2021 Q4	–	Sell	-116	Closed	-$14K	–	463
2021 Q3	$14K	Buy	+116	New	+$14.7K	﹤0.01%	354
2020 Q1	–	Sell	-706	Closed	-$72K	–	750
2019 Q4	$72K	Buy	+706	New	+$68.5K	﹤0.01%	611
2016 Q4	–	Sell	-70	Closed	-$5K	–	511
2016 Q3	$5K	Buy	+70	New	+$6.08K	﹤0.01%	420

Other funds holding PII

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return