Menora Mivtachim Holdings’s Itaú Unibanco ITUB Stock Holding History

Menora Mivtachim Holdings’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	-11,811,671	Closed	-$78.6M	–	56
2019 Q4	$78.6M	Buy	11,811,671 +6,218,702	+111%	+$39M	1.88%	28
2019 Q3	$34.2M	Buy	5,592,969 +5,506,386	+6,360%	+$35.7M	0.83%	50
2019 Q2	$593K	Sell	86,583 -5,219,701	-98%	-$32.9M	0.02%	66
2019 Q1	$34M	Buy	5,306,284 +1,010,132	+24%	+$7.15M	0.91%	47
2018 Q4	$28.6M	Sell	4,296,152 -3,485,986	-45%	-$22.4M	0.83%	54
2018 Q3	$41.5M	Buy	7,782,138 +4,586,823	+144%	+$24.7M	1.12%	37
2018 Q2	$16.1M	Buy	+3,195,315	New	+$19.9M	0.46%	76
2013 Q3	–	Sell	-853	Closed	-$4K	–	130
2013 Q2	$4K	Buy	+853	New	+$4.65K	﹤0.01%	123

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 $336B AUM 34.66% 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 $110B AUM 4.8% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Menora Mivtachim Holdings's ITUB Position: Q1 2020 in Review

Menora Mivtachim Holdings sold out of Itaú Unibanco (ITUB) in Q1 2020, closing a stake of 11,811,671 shares — an estimated $78.6M sold.

Menora Mivtachim Holdings first reported a position in ITUB in Q2 2013 and held it in 8 quarters. The position peaked at $78.6M in Q4 2019. 286 funds tracked by Wall St. Rank hold ITUB as of Q1 2020.

Menora Mivtachim Holdings reported no remaining Itaú Unibanco position as of Q1 2020 after selling out during the quarter.
Menora Mivtachim Holdings sold 11,811,671 Itaú Unibanco shares in Q1 2020, an estimated $78.6M.
Menora Mivtachim Holdings first reported a position in Itaú Unibanco in Q2 2013 and held it in 8 quarters.
Menora Mivtachim Holdings's Itaú Unibanco position peaked at $78.6M in Q4 2019.
286 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2020.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2020, filed 5 May 2020.