Schubert & Co’s Itaú Unibanco ITUB Stock Holding History

Schubert & Co’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 Q2	–	Sell	-454	Closed	-$1.95K	–	767
2023 Q1	$1.95K	Sell	454 -23	-5%	-$98	﹤0.01%	924
2022 Q4	$1.98K	Sell	477 -45	-9%	-$204	﹤0.01%	878
2022 Q3	$2K	Buy	522 +68	+15%	+$290	﹤0.01%	827
2022 Q2	$2K	Buy	+454	New	+$2.02K	﹤0.01%	795

Other funds holding ITUB

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

WGI

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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

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

Schubert & Co's ITUB Position: Q2 2023 in Review

Schubert & Co sold out of Itaú Unibanco (ITUB) in Q2 2023, closing a stake of 454 shares — an estimated $1.95K sold.

Schubert & Co first reported a position in ITUB in Q2 2022 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 287 funds tracked by Wall St. Rank hold ITUB as of Q2 2023.

Schubert & Co reported no remaining Itaú Unibanco position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 454 Itaú Unibanco shares in Q2 2023, an estimated $1.95K.
Schubert & Co first reported a position in Itaú Unibanco in Q2 2022 and held it in 4 quarters.
Schubert & Co's Itaú Unibanco position peaked at $2K in Q3 2022.
287 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.