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Itau Unibanco Holding S.A.’s Upbound Group UPBD Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,466
Closed -$49K – 431
2020
Q1 		$49K Sell
3,466
-7,123
-67% -$171K ﹤0.01% 271
2019
Q4 		$305K Buy
+10,589
New +$277K 0.02% 146
2017
Q1 		– Sell
-860
Closed -$10K – 798
2016
Q4 		$10K Buy
860
+210
+32% +$2.34K ﹤0.01% 264
2016
Q3 		$8K Buy
+650
New +$8.13K ﹤0.01% 339

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Itau Unibanco Holding S.A.'s UPBD Position: Q2 2020 in Review

Itau Unibanco Holding S.A. sold out of Upbound Group (UPBD) in Q2 2020, closing a stake of 3,466 shares — an estimated $49K sold.

Itau Unibanco Holding S.A. first reported a position in UPBD in Q3 2016 and held it in 4 quarters. The position peaked at $305K in Q4 2019. 207 funds tracked by Wall St. Rank hold UPBD as of Q2 2020.

  • Itau Unibanco Holding S.A. reported no remaining Upbound Group position as of Q2 2020 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 3,466 Upbound Group shares in Q2 2020, an estimated $49K.
  • Itau Unibanco Holding S.A. first reported a position in Upbound Group in Q3 2016 and held it in 4 quarters.
  • Itau Unibanco Holding S.A.'s Upbound Group position peaked at $305K in Q4 2019.
  • 207 funds tracked by Wall St. Rank held Upbound Group as of Q2 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2020, filed 14 Aug 2020.