SS
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Simplicity Solutions’s Itaú Unibanco ITUB Stock Holding History

Simplicity Solutions’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
-19,844
Closed -$76K – 533
2021
Q3 		$76K Buy
19,844
+5,085
+34% +$20.8K 0.01% 573
2021
Q2 		$65K Buy
+14,759
New +$59.5K 0.01% 509
2021
Q1 		– Sell
-18,291
Closed -$81K – 739
2020
Q4 		$81K Sell
18,291
-3,587
-16% -$13.4K ﹤0.01% 926
2020
Q3 		$63K Sell
21,878
-12,406
-36% -$42.1K ﹤0.01% 848
2020
Q2 		$117K Buy
+34,284
New +$111K ﹤0.01% 854
2018
Q3 		– Sell
-22,856
Closed -$115K – 588
2018
Q2 		$115K Sell
22,856
-27
-0.1% -$168 0.01% 484
2018
Q1 		$173K Sell
22,883
-2,822
-11% -$21.1K 0.02% 352
2017
Q4 		$162K Buy
25,705
+2,264
+10% +$14.5K 0.02% 355
2017
Q3 		$156K Sell
23,441
-474
-2% -$2.9K 0.11% 202
2017
Q2 		$128K Sell
23,915
-97
-0.4% -$544 0.02% 400
2017
Q1 		$141K Sell
24,012
-850
-3% -$5.04K 0.02% 389
2016
Q4 		$124K Buy
+24,862
New +$127K 0.03% 335

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
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Simplicity Solutions's ITUB Position: Q4 2021 in Review

Simplicity Solutions sold out of Itaú Unibanco (ITUB) in Q4 2021, closing a stake of 19,844 shares — an estimated $76K sold.

Simplicity Solutions first reported a position in ITUB in Q4 2016 and held it in 12 quarters. The position peaked at $173K in Q1 2018. 268 funds tracked by Wall St. Rank hold ITUB as of Q4 2021.

  • Simplicity Solutions reported no remaining Itaú Unibanco position as of Q4 2021 after selling out during the quarter.
  • Simplicity Solutions sold 19,844 Itaú Unibanco shares in Q4 2021, an estimated $76K.
  • Simplicity Solutions first reported a position in Itaú Unibanco in Q4 2016 and held it in 12 quarters.
  • Simplicity Solutions's Itaú Unibanco position peaked at $173K in Q1 2018.
  • 268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2021.

Based on Simplicity Solutions's 13F filing for Q4 2021, filed 11 Feb 2022.