JAM
ITUB icon

Jupiter Asset Management’s Itaú Unibanco ITUB Stock Holding History

Jupiter Asset Management’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
2020
Q4 		– Sell
-147,335
Closed -$426K – 621
2020
Q3 		$426K Buy
+147,335
New +$500K ﹤0.01% 519

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Jupiter Asset Management's ITUB Position: Q4 2020 in Review

Jupiter Asset Management sold out of Itaú Unibanco (ITUB) in Q4 2020, closing a stake of 147,335 shares — an estimated $426K sold.

Jupiter Asset Management first reported a position in ITUB in Q3 2020 and held it in 1 quarter. The position peaked at $426K in Q3 2020. 295 funds tracked by Wall St. Rank hold ITUB as of Q4 2020.

  • Jupiter Asset Management reported no remaining Itaú Unibanco position as of Q4 2020 after selling out during the quarter.
  • Jupiter Asset Management sold 147,335 Itaú Unibanco shares in Q4 2020, an estimated $426K.
  • Jupiter Asset Management first reported a position in Itaú Unibanco in Q3 2020 and held it in 1 quarter.
  • Jupiter Asset Management's Itaú Unibanco position peaked at $426K in Q3 2020.
  • 295 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2020.

Based on Jupiter Asset Management's 13F filing for Q4 2020, filed 10 Feb 2021.