IUHSA
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Itau Unibanco Holding S.A.’s Progress Software PRGS Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,719
Closed -$55K – 363
2020
Q1 		$55K Sell
1,719
-3,936
-70% -$158K ﹤0.01% 235
2019
Q4 		$235K Buy
+5,655
New +$230K 0.01% 192
2019
Q3 		– Sell
-7,304
Closed -$319K – 592
2019
Q2 		$319K Buy
+7,304
New +$316K 0.02% 444
2018
Q4 		– Sell
-4,132
Closed -$146K – 661
2018
Q3 		$146K Buy
4,132
+530
+15% +$21K 0.01% 377
2018
Q2 		$140K Buy
+3,602
New +$137K 0.01% 445

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Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return