SCM
ITUB icon

Sterling Capital Management’s Itaú Unibanco ITUB Stock Holding History

Sterling Capital 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
2019
Q3 		$96K Sell
15,707
-79
-0.5% -$513 ﹤0.01% 830
2019
Q2 		$108K Sell
15,786
-863
-5% -$5.43K ﹤0.01% 834
2019
Q1 		$107K Sell
16,649
-11,309
-40% -$80K ﹤0.01% 815
2018
Q4 		$186K Sell
27,958
-585
-2% -$3.76K ﹤0.01% 822
2018
Q3 		$152K Sell
28,543
-2,590
-8% -$13.9K ﹤0.01% 852
2018
Q2 		$157K Sell
31,133
-579
-2% -$3.6K ﹤0.01% 833
2018
Q1 		$240K Sell
31,712
-4,865
-13% -$36.4K ﹤0.01% 822
2017
Q4 		$231K Buy
36,577
+2,428
+7% +$15.5K ﹤0.01% 838
2017
Q3 		$227K Buy
34,149
+3,833
+13% +$23.4K ﹤0.01% 862
2017
Q2 		$163K Buy
30,316
+1,632
+6% +$9.15K ﹤0.01% 906
2017
Q1 		$168K Sell
28,684
-3,230
-10% -$19.2K ﹤0.01% 928
2016
Q4 		$159K Buy
+31,914
New +$164K ﹤0.01% 925
2016
Q1 		– Sell
-24,665
Closed -$71K – 948
2015
Q4 		$71K Buy
+24,665
New +$78.3K ﹤0.01% 970
2013
Q4 		– Sell
-68,264
Closed -$351K – 807
2013
Q3 		$351K Buy
68,264
+16,139
+31% +$75.7K ﹤0.01% 528
2013
Q2 		$245K Buy
+52,125
New +$284K ﹤0.01% 555

Other funds holding ITUB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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