Polar Capital’s Itaú Unibanco ITUB Stock Holding History

Polar 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 Q3	$1.09M	Sell	375,486 -57,210	-13%	-$194K	0.01%	260
2020 Q2	$1.48M	Sell	432,696 -182,904	-30%	-$593K	0.01%	240
2020 Q1	$2.01M	Sell	615,600 -33,254	-5%	-$170K	0.02%	245
2019 Q4	$4.32M	Buy	+648,854	New	+$4.06M	0.04%	244
2014 Q4	–	Sell	-2,681,488	Closed	-$14.9M	–	288
2014 Q3	$14.9M	Buy	2,681,488 +359,195	+15%	+$2.29M	0.31%	104
2014 Q2	$13.4M	Buy	2,322,293 +2,209,795	+1,964%	+$13M	0.28%	125
2014 Q1	$609K	Buy	112,498 +35,670	+46%	+$170K	0.01%	245
2013 Q4	$380K	Buy	76,828 +44,231	+136%	+$230K	0.01%	251
2013 Q3	$168	Hold	32,597	–	–	﹤0.01%	253
2013 Q2	$153K	Buy	+32,597	New	+$178K	0.01%	243

Other funds holding ITUB

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Polar Capital's ITUB Position: Q3 2020 in Review

Polar Capital reduced its Itaú Unibanco (ITUB) stake by 13% in Q3 2020, selling an estimated $194K and leaving 375,486 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #260.

Polar Capital first reported a position in ITUB in Q2 2013 and has held it in 10 quarters since. The position peaked at $14.9M in Q3 2014. 272 funds tracked by Wall St. Rank hold ITUB as of Q3 2020.

Polar Capital held 375,486 shares of Itaú Unibanco worth $1.09M as of Q3 2020.
Polar Capital sold 57,210 Itaú Unibanco shares in Q3 2020, an estimated $194K.
Itaú Unibanco made up 0.01% of Polar Capital's portfolio in Q3 2020, its #260 holding.
Polar Capital first reported a position in Itaú Unibanco in Q2 2013 and has held it in 10 quarters since.
Polar Capital's Itaú Unibanco position peaked at $14.9M in Q3 2014.
272 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.