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Ladenburg Thalmann Financial Services’s Itaú Unibanco ITUB Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$244K Buy
36,605
+14,616
+66% +$91.6K ﹤0.01% 2357
2019
Q3 		$135K Buy
21,989
+453
+2% +$2.94K ﹤0.01% 2743
2019
Q2 		$148K Sell
21,536
-2,228
-9% -$14K ﹤0.01% 2685
2019
Q1 		$153K Sell
23,764
-3,415
-13% -$24.2K ﹤0.01% 2591
2018
Q4 		$181K Buy
27,179
+4,876
+22% +$31.3K ﹤0.01% 2306
2018
Q3 		$119K Buy
22,303
+5,399
+32% +$29K ﹤0.01% 2694
2018
Q2 		$128K Hold
16,904
– – ﹤0.01% 2585
2018
Q1 		$128K Buy
16,904
+1,362
+9% +$10.2K ﹤0.01% 2585
2017
Q4 		$99K Buy
15,542
+6,519
+72% +$41.6K ﹤0.01% 2732
2017
Q3 		$60K Buy
9,023
+389
+5% +$2.38K ﹤0.01% 2955
2017
Q2 		$46K Buy
8,634
+1,979
+30% +$11.1K ﹤0.01% 3083
2017
Q1 		$39K Buy
6,655
+141
+2% +$836 ﹤0.01% 3095
2016
Q4 		$33K Buy
6,514
+101
+2% +$518 ﹤0.01% 3142
2016
Q3 		$31K Sell
6,413
-1,150
-15% -$5.44K ﹤0.01% 3115
2016
Q2 		$31K Sell
7,563
-301
-4% -$1.16K ﹤0.01% 3037
2016
Q1 		$30K Sell
7,864
-485
-6% -$1.48K ﹤0.01% 2966
2015
Q4 		$24K Buy
8,349
+546
+7% +$1.73K ﹤0.01% 3088
2015
Q3 		$23K Buy
7,803
+225
+3% +$799 ﹤0.01% 3017
2015
Q2 		$33K Hold
7,578
– – ﹤0.01% 2875
2015
Q1 		$34K Buy
7,578
+347
+5% +$1.69K ﹤0.01% 2838
2014
Q4 		$38K Buy
7,231
+4,991
+223% +$28.1K ﹤0.01% 2537
2014
Q3 		$12K Buy
2,240
+5
+0.2% +$32 ﹤0.01% 2984
2014
Q2 		$13K Sell
2,235
-920
-29% -$5.42K ﹤0.01% 2937
2014
Q1 		$17K Buy
3,155
+1,451
+85% +$6.92K ﹤0.01% 2673
2013
Q4 		$8K Sell
1,704
-1,663
-49% -$8.65K ﹤0.01% 3050
2013
Q3 		$17K Buy
3,367
+1,449
+76% +$6.79K ﹤0.01% 2556
2013
Q2 		$9K Buy
+1,918
New +$10.4K ﹤0.01% 2780

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Ladenburg Thalmann Financial Services's ITUB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Itaú Unibanco (ITUB) stake by 66% in Q4 2019, buying an estimated $91.6K and bringing the position to 36,605 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Ladenburg Thalmann Financial Services first reported a position in ITUB in Q2 2013 and has held it in 27 quarters since. 327 funds tracked by Wall St. Rank hold ITUB as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 36,605 shares of Itaú Unibanco worth $244K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 14,616 Itaú Unibanco shares in Q4 2019, an estimated $91.6K.
  • Itaú Unibanco made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2357 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Itaú Unibanco in Q2 2013 and has held it in 27 quarters since.
  • 327 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.