MC
ITUB icon

Miles Capital’s Itaú Unibanco ITUB Stock Holding History

Miles Capital’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 		$49K Buy
14,846
+222
+2% +$1.14K 0.05% 129
2019
Q4 		$97K Sell
14,624
-241
-2% -$1.51K 0.08% 186
2019
Q3 		$91K Hold
14,865
– – 0.08% 177
2019
Q2 		$102K Sell
14,865
-1,134
-7% -$7.14K 0.08% 180
2019
Q1 		$103K Buy
15,999
+222
+1% +$1.57K 0.09% 165
2018
Q4 		$105K Buy
+15,777
New +$101K 0.1% 152
2018
Q3 		– Sell
-25,678
Closed -$129K – 195
2018
Q2 		$129K Sell
25,678
-84
-0.3% -$522 0.08% 181
2018
Q1 		$195K Buy
25,762
+2,745
+12% +$20.5K 0.11% 208
2017
Q4 		$145K Hold
23,017
– – 0.08% 185
2017
Q3 		$153K Hold
23,017
– – 0.09% 180
2017
Q2 		$123K Hold
23,017
– – 0.07% 209
2017
Q1 		$135K Hold
23,017
– – 0.08% 199
2016
Q4 		$115K Buy
+23,017
New +$118K 0.07% 184

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18B AUM 28.09% 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