Paradigm Asset Management’s Itaú Unibanco ITUB Stock Holding History

Paradigm Asset Management’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	-67,716	Closed	-$451K	–	353
2019 Q4	$451K	Hold	67,716	–	–	0.13%	237
2019 Q3	$414K	Hold	67,716	–	–	0.14%	236
2019 Q2	$464K	Hold	67,716	–	–	0.13%	229
2019 Q1	$434K	Buy	67,716 +7,325	+12%	+$51.8K	0.13%	230
2018 Q4	$402K	Hold	60,391	–	–	0.13%	221
2018 Q3	$322K	Hold	60,391	–	–	0.09%	250
2018 Q2	$304K	Sell	60,391 -30,923	-34%	-$192K	0.09%	246
2018 Q1	$691K	Hold	91,314	–	–	0.2%	151
2017 Q4	$576K	Buy	91,314 +30,923	+51%	+$197K	0.16%	167
2017 Q3	$401K	Hold	60,391	–	–	0.1%	241
2017 Q2	$324K	Hold	60,391	–	–	0.07%	302
2017 Q1	$354K	Buy	60,391 +42,879	+245%	+$254K	0.07%	321
2016 Q4	$87.3K	Buy	17,512 +5,153	+42%	+$26.4K	0.02%	432
2016 Q3	$59.6K	Hold	12,359	–	–	0.01%	496
2016 Q2	$51.4K	Hold	12,359	–	–	0.01%	559
2016 Q1	$46.8K	Hold	12,359	–	–	0.01%	597
2015 Q4	$35.5K	Buy	+12,359	New	+$39.2K	0.01%	733

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Schroder Investment Management Group

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

JP Morgan Chase

JP Morgan Chase New York $1.56T 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

Vontobel Asset Management New York $18.1B 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

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return