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Lee Financial’s Itaú Unibanco ITUB Stock Holding History

Lee Financial’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
2018
Q3 		– Sell
-1,323
Closed -$7K – 587
2018
Q2 		$7K Buy
1,323
+544
+70% +$3.38K ﹤0.01% 566
2018
Q1 		$6K Buy
+779
New +$5.83K ﹤0.01% 596

Other funds holding ITUB

SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Lee Financial's ITUB Position: Q3 2018 in Review

Lee Financial sold out of Itaú Unibanco (ITUB) in Q3 2018, closing a stake of 1,323 shares — an estimated $7K sold.

Lee Financial first reported a position in ITUB in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2018. 294 funds tracked by Wall St. Rank hold ITUB as of Q3 2018.

  • Lee Financial reported no remaining Itaú Unibanco position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 1,323 Itaú Unibanco shares in Q3 2018, an estimated $7K.
  • Lee Financial first reported a position in Itaú Unibanco in Q1 2018 and held it in 2 quarters.
  • Lee Financial's Itaú Unibanco position peaked at $7K in Q2 2018.
  • 294 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.