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Itau Unibanco Holding S.A.’s SEI Investments SEIC Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,072
Closed -$70K – 796
2019
Q4 		$70K Buy
+1,072
New +$66.7K ﹤0.01% 621
2019
Q2 		– Sell
-1,667
Closed -$76K – 808
2019
Q1 		$76K Hold
1,667
– – ﹤0.01% 464
2018
Q4 		$76K Buy
+1,667
New +$87.8K ﹤0.01% 464

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Itau Unibanco Holding S.A. sold out of SEI Investments (SEIC) in Q1 2020, closing a stake of 1,072 shares — an estimated $70K sold.

Itau Unibanco Holding S.A. first reported a position in SEIC in Q4 2018 and held it in 3 quarters. The position peaked at $76K in Q1 2019. 415 funds tracked by Wall St. Rank hold SEIC as of Q1 2020.

  • Itau Unibanco Holding S.A. reported no remaining SEI Investments position as of Q1 2020 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 1,072 SEI Investments shares in Q1 2020, an estimated $70K.
  • Itau Unibanco Holding S.A. first reported a position in SEI Investments in Q4 2018 and held it in 3 quarters.
  • Itau Unibanco Holding S.A.'s SEI Investments position peaked at $76K in Q1 2019.
  • 415 funds tracked by Wall St. Rank held SEI Investments as of Q1 2020.

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