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SG3 Management’s Itaú Unibanco ITUB Stock Holding History

SG3 Management’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
2021
Q4 		– Sell
-17,866
Closed -$64.3K – 1165
2021
Q3 		$56K Buy
+17,866
New +$73.2K ﹤0.01% 908
2020
Q3 		– Sell
-7,696
Closed -$26.1K – 970
2020
Q2 		$26K Buy
+7,696
New +$25K ﹤0.01% 581

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
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
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SG3 Management's ITUB Position: Q4 2021 in Review

SG3 Management sold out of Itaú Unibanco (ITUB) in Q4 2021, closing a stake of 17,866 shares — an estimated $64.3K sold.

SG3 Management first reported a position in ITUB in Q2 2020 and held it in 2 quarters. The position peaked at $56K in Q3 2021. 268 funds tracked by Wall St. Rank hold ITUB as of Q4 2021.

  • SG3 Management reported no remaining Itaú Unibanco position as of Q4 2021 after selling out during the quarter.
  • SG3 Management sold 17,866 Itaú Unibanco shares in Q4 2021, an estimated $64.3K.
  • SG3 Management first reported a position in Itaú Unibanco in Q2 2020 and held it in 2 quarters.
  • SG3 Management's Itaú Unibanco position peaked at $56K in Q3 2021.
  • 268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2021.

Based on SG3 Management's 13F filing for Q4 2021, filed 15 Feb 2022.