IUHSA
TEF

Itau Unibanco Holding S.A.’s Telefonica TEF Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio TEF Stock Details TEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-256,800
Closed -$2.28M – 556
2023
Q2 		$2.28M Buy
+256,800
New +$1.09M 0.11% 88
2021
Q1 		– Sell
-3,103,093
Closed -$24.4M – 184
2020
Q4 		$24.4M Buy
+3,103,093
New +$10.5M 1.1% 21

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Itau Unibanco Holding S.A.'s TEF Position: Q3 2023 in Review

Itau Unibanco Holding S.A. sold out of Telefonica (TEF) in Q3 2023, closing a stake of 256,800 shares — an estimated $2.28M sold.

Itau Unibanco Holding S.A. first reported a position in TEF in Q4 2020 and held it in 2 quarters. The position peaked at $24.4M in Q4 2020. 201 funds tracked by Wall St. Rank hold TEF as of Q3 2023.

  • Itau Unibanco Holding S.A. reported no remaining Telefonica position as of Q3 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 256,800 Telefonica shares in Q3 2023, an estimated $2.28M.
  • Itau Unibanco Holding S.A. first reported a position in Telefonica in Q4 2020 and held it in 2 quarters.
  • Itau Unibanco Holding S.A.'s Telefonica position peaked at $24.4M in Q4 2020.
  • 201 funds tracked by Wall St. Rank held Telefonica as of Q3 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2023, filed 14 Nov 2023.