Mawer Investment Management’s Itaú Unibanco ITUB Stock Holding History

Mawer Investment Management’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
2020 Q1	–	Sell	-25,219	Closed	-$168K	–	94
2019 Q4	$168K	Hold	25,219	–	–	﹤0.01%	95
2019 Q3	$154K	Buy	25,219 +1,924	+8%	+$12.5K	﹤0.01%	91
2019 Q2	$160K	Buy	23,295 +825	+4%	+$5.19K	﹤0.01%	109
2019 Q1	$144K	Hold	22,470	–	–	﹤0.01%	103
2018 Q4	$149K	Hold	22,470	–	–	﹤0.01%	109
2018 Q3	$120K	Sell	22,470 -619	-3%	-$3.33K	﹤0.01%	112
2018 Q2	$116K	Hold	23,089	–	–	﹤0.01%	113
2018 Q1	$175K	Buy	+23,089	New	+$173K	﹤0.01%	109

Other funds holding ITUB

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

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

Mawer Investment Management's ITUB Position: Q1 2020 in Review

Mawer Investment Management sold out of Itaú Unibanco (ITUB) in Q1 2020, closing a stake of 25,219 shares — an estimated $168K sold.

Mawer Investment Management first reported a position in ITUB in Q1 2018 and held it in 8 quarters. The position peaked at $175K in Q1 2018. 286 funds tracked by Wall St. Rank hold ITUB as of Q1 2020.

Mawer Investment Management reported no remaining Itaú Unibanco position as of Q1 2020 after selling out during the quarter.
Mawer Investment Management sold 25,219 Itaú Unibanco shares in Q1 2020, an estimated $168K.
Mawer Investment Management first reported a position in Itaú Unibanco in Q1 2018 and held it in 8 quarters.
Mawer Investment Management's Itaú Unibanco position peaked at $175K in Q1 2018.
286 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2020.

Based on Mawer Investment Management's 13F filing for Q1 2020, filed 7 May 2020.