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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 $10.6B AUM 19.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $717B AUM 35.42% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Leuthold Group's ITUB Position: Q2 2018 in Review

Leuthold Group sold out of Itaú Unibanco (ITUB) in Q2 2018, closing a stake of 515,338 shares — an estimated $3.9M sold.

Leuthold Group first reported a position in ITUB in Q4 2013 and held it in 12 quarters. The position peaked at $4.2M in Q3 2017. 299 funds tracked by Wall St. Rank hold ITUB as of Q2 2018.

  • Leuthold Group reported no remaining Itaú Unibanco position as of Q2 2018 after selling out during the quarter.
  • Leuthold Group sold 515,338 Itaú Unibanco shares in Q2 2018, an estimated $3.9M.
  • Leuthold Group first reported a position in Itaú Unibanco in Q4 2013 and held it in 12 quarters.
  • Leuthold Group's Itaú Unibanco position peaked at $4.2M in Q3 2017.
  • 299 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2018.

Based on Leuthold Group's 13F filing for Q2 2018, filed 14 Aug 2018.