KCGDR
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Kiron Capital Gestao de Recursos’s Itaú Unibanco ITUB Stock Holding History

Kiron Capital Gestao de Recursos’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
2022
Q3 		$950K Sell
208,282
-29,118
-12% -$124K 2.58% 4
2022
Q2 		$897K Sell
237,400
-21,187
-8% -$94.1K 2.43% 3
2022
Q1 		$1.3M Sell
258,587
-2,342
-0.9% -$9.86K 2.1% 4
2021
Q4 		$864K Buy
+260,929
New +$940K 1.36% 5

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Kiron Capital Gestao de Recursos's ITUB Position: Q3 2022 in Review

Kiron Capital Gestao de Recursos reduced its Itaú Unibanco (ITUB) stake by 12% in Q3 2022, selling an estimated $124K and leaving 208,282 shares worth $950K. The position accounts for 2.58% of the portfolio, ranked #4.

Kiron Capital Gestao de Recursos first reported a position in ITUB in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.3M in Q1 2022. 268 funds tracked by Wall St. Rank hold ITUB as of Q3 2022.

  • Kiron Capital Gestao de Recursos held 208,282 shares of Itaú Unibanco worth $950K as of Q3 2022.
  • Kiron Capital Gestao de Recursos sold 29,118 Itaú Unibanco shares in Q3 2022, an estimated $124K.
  • Itaú Unibanco made up 2.58% of Kiron Capital Gestao de Recursos's portfolio in Q3 2022, its #4 holding.
  • Kiron Capital Gestao de Recursos first reported a position in Itaú Unibanco in Q4 2021 and has held it in 4 quarters since.
  • Kiron Capital Gestao de Recursos's Itaú Unibanco position peaked at $1.3M in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2022.

Based on Kiron Capital Gestao de Recursos's 13F filing for Q3 2022, filed 26 Oct 2022.