Itau Unibanco Holding S.A.’s Simon Property Group SPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,051	Closed	-$94K	–	621
2022 Q3	$94K	Buy	+1,051	New	+$108K	﹤0.01%	320
2020 Q2	–	Sell	-688	Closed	-$38K	–	400
2020 Q1	$38K	Sell	688 -200	-23%	-$23.9K	﹤0.01%	338
2019 Q4	$132K	Buy	+888	New	+$133K	0.01%	416
2019 Q3	–	Sell	-5,016	Closed	-$801K	–	629
2019 Q2	$801K	Buy	5,016 +3,567	+246%	+$614K	0.04%	134
2019 Q1	$244K	Hold	1,449	–	–	0.01%	174
2018 Q4	$244K	Buy	+1,449	New	+$259K	0.01%	174
2018 Q3	–	Sell	-1,736	Closed	-$295K	–	768
2018 Q2	$295K	Buy	+1,736	New	+$276K	0.03%	198
2017 Q2	–	Sell	-111	Closed	-$19K	–	742
2017 Q1	$19K	Buy	+111	New	+$19.8K	﹤0.01%	427
2016 Q4	–	Sell	-160	Closed	-$33K	–	527
2016 Q3	$33K	Buy	+160	New	+$34.7K	﹤0.01%	235

Other funds holding SPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Itau Unibanco Holding S.A.'s SPG Position: Q4 2022 in Review

Itau Unibanco Holding S.A. sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 1,051 shares — an estimated $94K sold.

Itau Unibanco Holding S.A. first reported a position in SPG in Q3 2016 and held it in 9 quarters. The position peaked at $801K in Q2 2019. 993 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Itau Unibanco Holding S.A. reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 1,051 Simon Property Group shares in Q4 2022, an estimated $94K.
Itau Unibanco Holding S.A. first reported a position in Simon Property Group in Q3 2016 and held it in 9 quarters.
Itau Unibanco Holding S.A.'s Simon Property Group position peaked at $801K in Q2 2019.
993 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2022, filed 9 Feb 2023.