Jupiter Investment Management’s Itaú Unibanco ITUB Stock Holding History

Jupiter Investment 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 Q2	$122K	Sell	35,870 -184,023	-84%	-$597K	﹤0.01%	381
2020 Q1	$718K	Sell	219,893 -2,886	-1%	-$14.8K	0.01%	264
2019 Q4	$1.48M	Buy	+222,779	New	+$1.4M	0.02%	301
2015 Q1	–	Sell	-103,767	Closed	-$541K	–	382
2014 Q4	$541K	Buy	+103,767	New	+$583K	0.02%	297

Other funds holding ITUB

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jupiter Investment Management's ITUB Position: Q2 2020 in Review

Jupiter Investment Management reduced its Itaú Unibanco (ITUB) stake by 84% in Q2 2020, selling an estimated $597K and leaving 35,870 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Jupiter Investment Management first reported a position in ITUB in Q4 2014 and has held it in 4 quarters since. The position peaked at $1.48M in Q4 2019. 285 funds tracked by Wall St. Rank hold ITUB as of Q2 2020.

Jupiter Investment Management held 35,870 shares of Itaú Unibanco worth $122K as of Q2 2020.
Jupiter Investment Management sold 184,023 Itaú Unibanco shares in Q2 2020, an estimated $597K.
Itaú Unibanco made up ﹤0.01% of Jupiter Investment Management's portfolio in Q2 2020, its #381 holding.
Jupiter Investment Management first reported a position in Itaú Unibanco in Q4 2014 and has held it in 4 quarters since.
Jupiter Investment Management's Itaú Unibanco position peaked at $1.48M in Q4 2019.
285 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.