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Marino Stram & Associates’s Itaú Unibanco ITUB Stock Holding History

Marino Stram & Associates’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
Q3 		– Sell
-91,636
Closed -$401K – 215
2021
Q2 		$401K Buy
+91,636
New +$369K 0.1% 151
2019
Q2 		– Sell
-579
Closed -$4K – 324
2019
Q1 		$4K Sell
579
-321
-36% -$2.27K ﹤0.01% 416
2018
Q4 		$6K Buy
900
+618
+219% +$3.97K 0.01% 319
2018
Q3 		$2K Hold
282
– – ﹤0.01% 404
2018
Q2 		$1K Buy
+282
New +$1.75K ﹤0.01% 442

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marino Stram & Associates's ITUB Position: Q3 2021 in Review

Marino Stram & Associates sold out of Itaú Unibanco (ITUB) in Q3 2021, closing a stake of 91,636 shares — an estimated $401K sold.

Marino Stram & Associates first reported a position in ITUB in Q2 2018 and held it in 5 quarters. The position peaked at $401K in Q2 2021. 304 funds tracked by Wall St. Rank hold ITUB as of Q3 2021.

  • Marino Stram & Associates reported no remaining Itaú Unibanco position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 91,636 Itaú Unibanco shares in Q3 2021, an estimated $401K.
  • Marino Stram & Associates first reported a position in Itaú Unibanco in Q2 2018 and held it in 5 quarters.
  • Marino Stram & Associates's Itaú Unibanco position peaked at $401K in Q2 2021.
  • 304 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.