PVH
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Psagot Value Holdings’s Itaú Unibanco ITUB Stock Holding History

Psagot Value Holdings’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
2024
Q1 		– Sell
-9,064
Closed -$56K – 320
2023
Q4 		$56K Sell
9,064
-1,075
-11% -$5.7K 0.02% 245
2023
Q3 		$48K Hold
10,139
– – 0.02% 246
2023
Q2 		$52K Hold
10,139
– – 0.03% 247
2023
Q1 		$43K Buy
+10,139
New +$43K 0.02% 257

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Psagot Value Holdings's ITUB Position: Q1 2024 in Review

Psagot Value Holdings sold out of Itaú Unibanco (ITUB) in Q1 2024, closing a stake of 9,064 shares — an estimated $56K sold.

Psagot Value Holdings first reported a position in ITUB in Q1 2023 and held it in 4 quarters. The position peaked at $56K in Q4 2023. 323 funds tracked by Wall St. Rank hold ITUB as of Q1 2024.

  • Psagot Value Holdings reported no remaining Itaú Unibanco position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 9,064 Itaú Unibanco shares in Q1 2024, an estimated $56K.
  • Psagot Value Holdings first reported a position in Itaú Unibanco in Q1 2023 and held it in 4 quarters.
  • Psagot Value Holdings's Itaú Unibanco position peaked at $56K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.