Sageworth Trust Company of South Dakota’s Itaú Unibanco ITUB Stock Holding History

Sageworth Trust Company of South Dakota’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
2022 Q3	–	Sell	-1,158	Closed	-$4K	–	432
2022 Q2	$4K	Hold	1,158	–	–	0.01%	250
2022 Q1	$6K	Sell	1,158 -5,113	-82%	-$21.5K	0.01%	270
2021 Q4	$21K	Buy	+6,271	New	+$22.6K	0.03%	220

Other funds holding ITUB

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

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Sageworth Trust Company of South Dakota's ITUB Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Itaú Unibanco (ITUB) in Q3 2022, closing a stake of 1,158 shares — an estimated $4K sold.

Sageworth Trust Company of South Dakota first reported a position in ITUB in Q4 2021 and held it in 3 quarters. The position peaked at $21K in Q4 2021. 268 funds tracked by Wall St. Rank hold ITUB as of Q3 2022.

Sageworth Trust Company of South Dakota reported no remaining Itaú Unibanco position as of Q3 2022 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 1,158 Itaú Unibanco shares in Q3 2022, an estimated $4K.
Sageworth Trust Company of South Dakota first reported a position in Itaú Unibanco in Q4 2021 and held it in 3 quarters.
Sageworth Trust Company of South Dakota's Itaú Unibanco position peaked at $21K in Q4 2021.
268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.