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Moody Lynn & Lieberson’s Itaú Unibanco ITUB Stock Holding History

Moody Lynn & Lieberson’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
2019
Q3 		– Sell
-28,174
Closed -$193K – 186
2019
Q2 		$193K Buy
+28,174
New +$177K 0.02% 187

Other funds holding ITUB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Moody Lynn & Lieberson's ITUB Position: Q3 2019 in Review

Moody Lynn & Lieberson sold out of Itaú Unibanco (ITUB) in Q3 2019, closing a stake of 28,174 shares — an estimated $193K sold.

Moody Lynn & Lieberson first reported a position in ITUB in Q2 2019 and held it in 1 quarter. The position peaked at $193K in Q2 2019. 316 funds tracked by Wall St. Rank hold ITUB as of Q3 2019.

  • Moody Lynn & Lieberson reported no remaining Itaú Unibanco position as of Q3 2019 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 28,174 Itaú Unibanco shares in Q3 2019, an estimated $193K.
  • Moody Lynn & Lieberson first reported a position in Itaú Unibanco in Q2 2019 and held it in 1 quarter.
  • Moody Lynn & Lieberson's Itaú Unibanco position peaked at $193K in Q2 2019.
  • 316 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2019.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2019, filed 28 Oct 2019.