Sageworth Trust’s Itaú Unibanco ITUB Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-1,885	Closed	-$6K	–	562
2021 Q4	$6K	Sell	1,885 -8,014	-81%	-$28.9K	﹤0.01%	355
2021 Q3	$38K	Hold	9,899	–	–	﹤0.01%	233
2021 Q2	$43K	Hold	9,899	–	–	﹤0.01%	258
2021 Q1	$36K	Buy	+9,899	New	+$37.4K	﹤0.01%	198

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

OAG

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

WGI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

OCM

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Sageworth Trust's ITUB Position: Q1 2022 in Review

Sageworth Trust sold out of Itaú Unibanco (ITUB) in Q1 2022, closing a stake of 1,885 shares — an estimated $6K sold.

Sageworth Trust first reported a position in ITUB in Q1 2021 and held it in 4 quarters. The position peaked at $43K in Q2 2021. 277 funds tracked by Wall St. Rank hold ITUB as of Q1 2022.

Sageworth Trust reported no remaining Itaú Unibanco position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 1,885 Itaú Unibanco shares in Q1 2022, an estimated $6K.
Sageworth Trust first reported a position in Itaú Unibanco in Q1 2021 and held it in 4 quarters.
Sageworth Trust's Itaú Unibanco position peaked at $43K in Q2 2021.
277 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.