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Summit Financial’s Itaú Unibanco ITUB Stock Holding History

Summit Financial’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
2023
Q1 		– Sell
-12,662
Closed -$52.6K – 261
2022
Q4 		$52.6K Sell
12,662
-3,546
-22% -$16.1K ﹤0.01% 245
2022
Q3 		$74K Buy
+16,208
New +$69.1K 0.01% 249

Other funds holding ITUB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Summit Financial's ITUB Position: Q1 2023 in Review

Summit Financial sold out of Itaú Unibanco (ITUB) in Q1 2023, closing a stake of 12,662 shares — an estimated $52.6K sold.

Summit Financial first reported a position in ITUB in Q3 2022 and held it in 2 quarters. The position peaked at $74K in Q3 2022. 271 funds tracked by Wall St. Rank hold ITUB as of Q1 2023.

  • Summit Financial reported no remaining Itaú Unibanco position as of Q1 2023 after selling out during the quarter.
  • Summit Financial sold 12,662 Itaú Unibanco shares in Q1 2023, an estimated $52.6K.
  • Summit Financial first reported a position in Itaú Unibanco in Q3 2022 and held it in 2 quarters.
  • Summit Financial's Itaú Unibanco position peaked at $74K in Q3 2022.
  • 271 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2023.

Based on Summit Financial's 13F filing for Q1 2023, filed 3 May 2023.