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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Miles Capital's ITUB Position: Q1 2020 in Review

Miles Capital increased its Itaú Unibanco (ITUB) stake by 1.5% in Q1 2020, buying an estimated $1.14K and bringing the position to 14,846 shares worth $49K. The position accounts for 0.05% of the portfolio, ranked #129.

Miles Capital first reported a position in ITUB in Q4 2016 and has held it in 13 quarters since. The position peaked at $195K in Q1 2018. 285 funds tracked by Wall St. Rank hold ITUB as of Q1 2020.

Miles Capital held 14,846 shares of Itaú Unibanco worth $49K as of Q1 2020.
Miles Capital bought 222 Itaú Unibanco shares in Q1 2020, an estimated $1.14K.
Itaú Unibanco made up 0.05% of Miles Capital's portfolio in Q1 2020, its #129 holding.
Miles Capital first reported a position in Itaú Unibanco in Q4 2016 and has held it in 13 quarters since.
Miles Capital's Itaú Unibanco position peaked at $195K in Q1 2018.
285 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.