Sandy Spring Bank’s Itaú Unibanco ITUB Stock Holding History

Sandy Spring Bank’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
2023 Q3	–	Sell	-356	Closed	-$1.85K	–	1227
2023 Q2	$1.85K	Buy	+356	New	+$1.68K	﹤0.01%	1074
2014 Q2	–	Sell	-1,290	Closed	-$7K	–	809
2014 Q1	$7K	Buy	+1,290	New	+$6.15K	﹤0.01%	608

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 $2.68B AUM 76.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Sandy Spring Bank's ITUB Position: Q3 2023 in Review

Sandy Spring Bank sold out of Itaú Unibanco (ITUB) in Q3 2023, closing a stake of 356 shares — an estimated $1.85K sold.

Sandy Spring Bank first reported a position in ITUB in Q1 2014 and held it in 2 quarters. The position peaked at $7K in Q1 2014. 283 funds tracked by Wall St. Rank hold ITUB as of Q3 2023.

Sandy Spring Bank reported no remaining Itaú Unibanco position as of Q3 2023 after selling out during the quarter.
Sandy Spring Bank sold 356 Itaú Unibanco shares in Q3 2023, an estimated $1.85K.
Sandy Spring Bank first reported a position in Itaú Unibanco in Q1 2014 and held it in 2 quarters.
Sandy Spring Bank's Itaú Unibanco position peaked at $7K in Q1 2014.
283 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.