Kowal Investment Group’s Itaú Unibanco ITUB Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-14	Closed	–	–	521
2021 Q3	$0	Buy	+14	New	+$57	﹤0.01%	963

Other funds holding ITUB

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Kowal Investment Group's ITUB Position: Q4 2021 in Review

Kowal Investment Group sold out of Itaú Unibanco (ITUB) in Q4 2021, closing a stake of 14 shares.

Kowal Investment Group first reported a position in ITUB in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 268 funds tracked by Wall St. Rank hold ITUB as of Q4 2021.

Kowal Investment Group reported no remaining Itaú Unibanco position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 14 Itaú Unibanco shares in Q4 2021.
Kowal Investment Group first reported a position in Itaú Unibanco in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Itaú Unibanco position peaked at $0 in Q3 2021.
268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.