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Kiwi Wealth Investments Limited Partnership’s Itaú Unibanco ITUB Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-869,124
Closed -$3.28M – 238
2022
Q3 		$3.28M Hold
869,124
– – 0.23% 116
2022
Q2 		$3.28M Sell
869,124
-58,797
-6% -$261K 0.23% 116
2022
Q1 		$4.68M Buy
927,921
+327,746
+55% +$1.38M 0.25% 117
2021
Q4 		$1.99M Sell
600,175
-147,129
-20% -$530K 0.09% 175
2021
Q3 		$2.87M Hold
747,304
– – 0.15% 161
2021
Q2 		$3.27M Sell
747,304
-164,372
-18% -$662K 0.17% 142
2021
Q1 		$3.29M Buy
+911,676
New +$3.44M 0.19% 124
2020
Q1 		– Sell
-305,449
Closed -$2.03M – 194
2019
Q4 		$2.03M Sell
305,449
-2,148
-0.7% -$13.5K 0.15% 140
2019
Q3 		$1.88M Buy
307,597
+146,276
+91% +$949K 0.15% 145
2019
Q2 		$1.11M Sell
161,321
-38,462
-19% -$242K 0.1% 162
2019
Q1 		$1.28M Buy
199,783
+1,851
+0.9% +$13.1K 0.12% 151
2018
Q4 		$1.32M Sell
197,932
-142,301
-42% -$914K 0.14% 150
2018
Q3 		$1.81M Buy
+340,233
New +$1.83M 0.17% 138
2018
Q2 		– Sell
-625,548
Closed -$4.73M – 174
2018
Q1 		$4.73M Sell
625,548
-48,705
-7% -$365K 0.47% 65
2017
Q4 		$4.25M Buy
674,253
+31,195
+5% +$199K 0.47% 64
2017
Q3 		$4.27M Buy
643,058
+332,407
+107% +$2.03M 0.51% 56
2017
Q2 		$1.67M Buy
310,651
+16,628
+6% +$93.2K 0.15% 108
2017
Q1 		$1.72M Sell
294,023
-56,621
-16% -$336K 0.14% 122
2016
Q4 		$1.75M Buy
+350,644
New +$1.8M 0.15% 125

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's ITUB Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Itaú Unibanco (ITUB) in Q4 2022, closing a stake of 869,124 shares — an estimated $3.28M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in ITUB in Q4 2016 and held it in 19 quarters. The position peaked at $4.73M in Q1 2018. 289 funds tracked by Wall St. Rank hold ITUB as of Q4 2022.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Itaú Unibanco position as of Q4 2022 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 869,124 Itaú Unibanco shares in Q4 2022, an estimated $3.28M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Itaú Unibanco in Q4 2016 and held it in 19 quarters.
  • Kiwi Wealth Investments Limited Partnership's Itaú Unibanco position peaked at $4.73M in Q1 2018.
  • 289 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.