SCM
ITUB icon

Stevens Capital Management’s Itaú Unibanco ITUB Stock Holding History

Stevens 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
2020
Q3 		– Sell
-83,677
Closed -$286K – 159
2020
Q2 		$286K Buy
+83,677
New +$271K 0.11% 80
2020
Q1 		– Sell
-254,427
Closed -$1.69M – 217
2019
Q4 		$1.69M Buy
254,427
+127,920
+101% +$801K 0.16% 150
2019
Q3 		$774K Buy
+126,507
New +$821K 0.07% 274
2019
Q2 		– Sell
-101,999
Closed -$654K – 739
2019
Q1 		$654K Buy
+101,999
New +$722K 0.03% 466
2018
Q1 		– Sell
-59,540
Closed -$375K – 859
2017
Q4 		$375K Buy
+59,540
New +$380K 0.01% 611
2016
Q4 		– Sell
-39,772
Closed -$192K – 990
2016
Q3 		$192K Buy
+39,772
New +$188K 0.01% 813
2016
Q1 		– Sell
-110,870
Closed -$318K – 1000
2015
Q4 		$318K Buy
+110,870
New +$352K 0.01% 675
2014
Q3 		– Sell
-169,492
Closed -$977K – 1122
2014
Q2 		$977K Buy
+169,492
New +$998K 0.03% 509
2014
Q1 		– Sell
-129,345
Closed -$640K – 1189
2013
Q4 		$640K Buy
129,345
+94,446
+271% +$491K 0.02% 579
2013
Q3 		$180K Sell
34,899
-69,702
-67% -$327K 0.01% 929
2013
Q2 		$493K Buy
+104,601
New +$570K 0.02% 586

Other funds holding ITUB

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return