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Leuthold Group’s Itaú Unibanco ITUB Stock Holding History

Leuthold 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
2018
Q2 		– Sell
-515,338
Closed -$3.9M – 219
2018
Q1 		$3.9M Sell
515,338
-71,443
-12% -$535K 0.44% 87
2017
Q4 		$3.7M Sell
586,781
-45,283
-7% -$289K 0.37% 108
2017
Q3 		$4.2M Sell
632,064
-13,468
-2% -$82.3K 0.42% 93
2017
Q2 		$3.46M Sell
645,532
-26,391
-4% -$148K 0.37% 112
2017
Q1 		$3.94M Sell
671,923
-14,113
-2% -$83.7K 0.42% 95
2016
Q4 		$3.42M Sell
686,036
-67,633
-9% -$347K 0.38% 118
2016
Q3 		$3.64M Buy
753,669
+729,235
+2,985% +$3.45M 0.38% 98
2016
Q2 		$102K Hold
24,434
– – 0.01% 203
2016
Q1 		$93K Hold
24,434
– – 0.01% 197
2015
Q4 		$70K Hold
24,434
– – 0.01% 189
2015
Q3 		$71K Buy
+24,434
New +$86.8K 0.01% 186
2014
Q1 		– Sell
-27,510
Closed -$136K – 203
2013
Q4 		$136K Buy
+27,510
New +$143K 0.01% 203

Other funds holding ITUB

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return