Itau Unibanco Holding S.A.’s UFP Industries UFPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,157	Closed	-$171K	–	618
2023 Q1	$171K	Buy	+2,157	New	+$185K	0.01%	183
2020 Q2	–	Sell	-1,216	Closed	-$45K	–	426
2020 Q1	$45K	Sell	1,216 -810	-40%	-$37.2K	﹤0.01%	303
2019 Q4	$97K	Buy	+2,026	New	+$95.5K	﹤0.01%	522
2019 Q3	–	Sell	-11,934	Closed	-$454K	–	664
2019 Q2	$454K	Buy	11,934 +9,983	+512%	+$346K	0.02%	323
2019 Q1	$50K	Hold	1,951	–	–	﹤0.01%	527
2018 Q4	$50K	Buy	+1,951	New	+$56.1K	﹤0.01%	527
2018 Q3	–	Sell	-3,246	Closed	-$119K	–	788
2018 Q2	$119K	Buy	+3,246	New	+$114K	0.01%	493
2016 Q4	–	Sell	-300	Closed	-$10K	–	540
2016 Q3	$10K	Buy	+300	New	+$10.4K	﹤0.01%	301

Other funds holding UFPI

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Itau Unibanco Holding S.A.'s UFPI Position: Q2 2023 in Review

Itau Unibanco Holding S.A. sold out of UFP Industries (UFPI) in Q2 2023, closing a stake of 2,157 shares — an estimated $171K sold.

Itau Unibanco Holding S.A. first reported a position in UFPI in Q3 2016 and held it in 8 quarters. The position peaked at $454K in Q2 2019. 359 funds tracked by Wall St. Rank hold UFPI as of Q2 2023.

Itau Unibanco Holding S.A. reported no remaining UFP Industries position as of Q2 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 2,157 UFP Industries shares in Q2 2023, an estimated $171K.
Itau Unibanco Holding S.A. first reported a position in UFP Industries in Q3 2016 and held it in 8 quarters.
Itau Unibanco Holding S.A.'s UFP Industries position peaked at $454K in Q2 2019.
359 funds tracked by Wall St. Rank held UFP Industries as of Q2 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2023, filed 14 Aug 2023.