NO
ITUB icon

Ninety One’s Itaú Unibanco ITUB Stock Holding History

Ninety One’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
Q3 		– Sell
-147,258
Closed -$511K – 110
2020
Q2 		$511K Buy
147,258
+1,012
+0.7% +$3.28K 0.24% 57
2020
Q1 		$484K Buy
146,246
+3,890
+3% +$19.9K 0.24% 74
2019
Q4 		$872K Hold
142,356
– – 0.49% 70
2019
Q3 		$872K Sell
142,356
-3,746
-3% -$24.3K 0.49% 70
2019
Q2 		$1M Buy
146,102
+16,073
+12% +$101K 0.56% 63
2019
Q1 		$828K Buy
130,029
+3,382
+3% +$23.9K 0.44% 72
2018
Q4 		$838K Buy
+126,647
New +$814K 0.49% 65

Other funds holding ITUB

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ninety One's ITUB Position: Q3 2020 in Review

Ninety One sold out of Itaú Unibanco (ITUB) in Q3 2020, closing a stake of 147,258 shares — an estimated $511K sold.

Ninety One first reported a position in ITUB in Q4 2018 and held it in 7 quarters. The position peaked at $1M in Q2 2019. 272 funds tracked by Wall St. Rank hold ITUB as of Q3 2020.

  • Ninety One reported no remaining Itaú Unibanco position as of Q3 2020 after selling out during the quarter.
  • Ninety One sold 147,258 Itaú Unibanco shares in Q3 2020, an estimated $511K.
  • Ninety One first reported a position in Itaú Unibanco in Q4 2018 and held it in 7 quarters.
  • Ninety One's Itaú Unibanco position peaked at $1M in Q2 2019.
  • 272 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2020.

Based on Ninety One's 13F filing for Q3 2020, filed 12 Nov 2020.