Itau Unibanco Holding S.A.’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,399	Closed	-$212K	–	592
2022 Q4	$212K	Buy	+5,399	New	+$214K	0.01%	200
2022 Q3	–	Sell	-2,859	Closed	-$107K	–	619
2022 Q2	$107K	Buy	+2,859	New	+$119K	﹤0.01%	274

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Itau Unibanco Holding S.A.'s SF Position: Q1 2023 in Review

Itau Unibanco Holding S.A. sold out of Stifel (SF) in Q1 2023, closing a stake of 5,399 shares — an estimated $212K sold.

Itau Unibanco Holding S.A. first reported a position in SF in Q2 2022 and held it in 2 quarters. The position peaked at $212K in Q4 2022. 366 funds tracked by Wall St. Rank hold SF as of Q1 2023.

Itau Unibanco Holding S.A. reported no remaining Stifel position as of Q1 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 5,399 Stifel shares in Q1 2023, an estimated $212K.
Itau Unibanco Holding S.A. first reported a position in Stifel in Q2 2022 and held it in 2 quarters.
Itau Unibanco Holding S.A.'s Stifel position peaked at $212K in Q4 2022.
366 funds tracked by Wall St. Rank held Stifel as of Q1 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2023, filed 12 May 2023.