Itau Unibanco Holding S.A.’s United Community Banks UCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,521	Closed	-$140K	–	919
2019 Q4	$140K	Buy	+4,521	New	+$137K	0.01%	393
2019 Q3	–	Sell	-11,196	Closed	-$320K	–	695
2019 Q2	$320K	Buy	11,196 +8,468	+310%	+$231K	0.02%	443
2019 Q1	$58K	Hold	2,728	–	–	﹤0.01%	505
2018 Q4	$58K	Sell	2,728 -596	-18%	-$14.7K	﹤0.01%	505
2018 Q3	$93K	Sell	3,324 -212	-6%	-$6.42K	0.01%	498
2018 Q2	$108K	Buy	+3,536	New	+$115K	0.01%	522

Other funds holding UCB

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Itau Unibanco Holding S.A. sold out of United Community Banks (UCB) in Q1 2020, closing a stake of 4,521 shares — an estimated $140K sold.

Itau Unibanco Holding S.A. first reported a position in UCB in Q2 2018 and held it in 6 quarters. The position peaked at $320K in Q2 2019. 190 funds tracked by Wall St. Rank hold UCB as of Q1 2020.

Itau Unibanco Holding S.A. reported no remaining United Community Banks position as of Q1 2020 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 4,521 United Community Banks shares in Q1 2020, an estimated $140K.
Itau Unibanco Holding S.A. first reported a position in United Community Banks in Q2 2018 and held it in 6 quarters.
Itau Unibanco Holding S.A.'s United Community Banks position peaked at $320K in Q2 2019.
190 funds tracked by Wall St. Rank held United Community Banks as of Q1 2020.

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