SFO
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Standard Family Office’s Itaú Unibanco ITUB Stock Holding History

Standard Family Office’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
Q2 		– Sell
-18,569
Closed -$67K – 596
2021
Q1 		$67K Hold
18,569
– – 0.02% 233
2020
Q4 		$82K Buy
+18,569
New +$69.5K 0.02% 222

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Standard Family Office's ITUB Position: Q2 2021 in Review

Standard Family Office sold out of Itaú Unibanco (ITUB) in Q2 2021, closing a stake of 18,569 shares — an estimated $67K sold.

Standard Family Office first reported a position in ITUB in Q4 2020 and held it in 2 quarters. The position peaked at $82K in Q4 2020. 302 funds tracked by Wall St. Rank hold ITUB as of Q2 2021.

  • Standard Family Office reported no remaining Itaú Unibanco position as of Q2 2021 after selling out during the quarter.
  • Standard Family Office sold 18,569 Itaú Unibanco shares in Q2 2021, an estimated $67K.
  • Standard Family Office first reported a position in Itaú Unibanco in Q4 2020 and held it in 2 quarters.
  • Standard Family Office's Itaú Unibanco position peaked at $82K in Q4 2020.
  • 302 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2021.

Based on Standard Family Office's 13F filing for Q2 2021, filed 13 Aug 2021.