Itau Unibanco Holding S.A.’s Toro Company TTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,154	Closed	-$95.9K	–	527
2023 Q3	$95.9K	Buy	1,154 +260	+29%	+$25K	﹤0.01%	206
2023 Q2	$90.9K	Buy	+894	New	+$91.7K	﹤0.01%	239
2020 Q1	–	Sell	-1,637	Closed	-$130K	–	871
2019 Q4	$130K	Buy	+1,637	New	+$125K	0.01%	424
2019 Q3	–	Sell	-9,357	Closed	-$626K	–	741
2019 Q2	$626K	Buy	9,357 +7,718	+471%	+$542K	0.03%	191
2019 Q1	$91K	Hold	1,639	–	–	﹤0.01%	415
2018 Q4	$91K	Sell	1,639 -1,287	-44%	-$74.7K	﹤0.01%	415
2018 Q3	$175K	Sell	2,926 -1,388	-32%	-$84.4K	0.01%	315
2018 Q2	$260K	Buy	+4,314	New	+$260K	0.03%	234
2017 Q4	–	Sell	-1,300	Closed	-$255K	–	643
2017 Q3	$255K	Buy	1,300 +1,140	+713%	+$76.4K	0.02%	423
2017 Q2	$11K	Sell	160 -30	-16%	-$2K	﹤0.01%	514
2017 Q1	$12K	Buy	190 +130	+217%	+$7.75K	﹤0.01%	527
2016 Q4	$3K	Sell	60 -80	-57%	-$4.08K	﹤0.01%	424
2016 Q3	$7K	Buy	+140	New	+$6.55K	﹤0.01%	357

Other funds holding TTC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return