Johnson Financial Group Inc (Wisconsin)’s Itaú Unibanco ITUB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio ITUB Stock Details ITUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Hold	0	–	–	–	821
2022 Q1	–	Sell	-107	Closed	–	–	738
2021 Q4	$0	Sell	107 -151	-59%	-$544	﹤0.01%	802
2021 Q3	$1K	Hold	258	–	–	﹤0.01%	694
2021 Q2	$1K	Buy	+258	New	+$1.04K	﹤0.01%	711
2016 Q2	–	Sell	-4,277	Closed	-$16K	–	776
2016 Q1	$16K	Hold	4,277	–	–	﹤0.01%	549
2015 Q4	$12K	Hold	4,277	–	–	﹤0.01%	616
2015 Q3	$12K	Sell	4,277 -3	-0.1%	-$11	﹤0.01%	631
2015 Q2	$19K	Hold	4,280	–	–	﹤0.01%	603
2015 Q1	$19K	Hold	4,280	–	–	﹤0.01%	611
2014 Q4	$22K	Sell	4,280 -986	-19%	-$5.54K	0.01%	567
2014 Q3	$29K	Hold	5,266	–	–	0.01%	516
2014 Q2	$30K	Sell	5,266 -1,182	-18%	-$6.96K	0.01%	514
2014 Q1	$35K	Hold	6,448	–	–	0.01%	452
2013 Q4	$32K	Buy	+6,448	New	+$33.5K	0.01%	451

Other funds holding ITUB

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s ITUB Position: Q2 2024 in Review

Johnson Financial Group Inc (Wisconsin) held its Itaú Unibanco (ITUB) position steady in Q2 2024 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Johnson Financial Group Inc (Wisconsin) first reported a position in ITUB in Q4 2013 and has held it in 13 quarters since. The position peaked at $35K in Q1 2014. 332 funds tracked by Wall St. Rank hold ITUB as of Q2 2024.

Johnson Financial Group Inc (Wisconsin) held 0 shares of Itaú Unibanco worth $4 as of Q2 2024.
Johnson Financial Group Inc (Wisconsin) left its Itaú Unibanco share count unchanged in Q2 2024.
Itaú Unibanco made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2024, its #821 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Itaú Unibanco in Q4 2013 and has held it in 13 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Itaú Unibanco position peaked at $35K in Q1 2014.
332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2024, filed 14 Aug 2024.