Susquehanna Fundamental Investments’s Itaú Unibanco ITUB Stock Holding History

Susquehanna Fundamental Investments’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	-206,351	Closed	-$858K	–	1026
2022 Q4	$858K	Hold	206,351	–	–	0.01%	697
2022 Q3	$942K	Buy	+206,351	New	+$880K	0.02%	824
2022 Q1	$7.04M	Buy	1,397,893 +925,771	+196%	+$3.9M	0.14%	212
2021 Q4	$1.56M	Sell	472,122 -1,104,574	-70%	-$3.98M	0.04%	500
2021 Q3	$6.05M	Buy	1,576,696 +1,370,725	+665%	+$5.61M	0.11%	247
2021 Q2	$901K	Buy	+205,971	New	+$830K	0.02%	892
2020 Q2	–	Sell	-219,480	Closed	-$717K	–	977
2020 Q1	$717K	Hold	219,480	–	–	0.14%	154
2019 Q4	$1.46M	Buy	+219,480	New	+$1.37M	0.19%	142

Other funds holding ITUB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Susquehanna Fundamental Investments's ITUB Position: Q1 2023 in Review

Susquehanna Fundamental Investments sold out of Itaú Unibanco (ITUB) in Q1 2023, closing a stake of 206,351 shares — an estimated $858K sold.

Susquehanna Fundamental Investments first reported a position in ITUB in Q4 2019 and held it in 8 quarters. The position peaked at $7.04M in Q1 2022. 272 funds tracked by Wall St. Rank hold ITUB as of Q1 2023.

Susquehanna Fundamental Investments reported no remaining Itaú Unibanco position as of Q1 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 206,351 Itaú Unibanco shares in Q1 2023, an estimated $858K.
Susquehanna Fundamental Investments first reported a position in Itaú Unibanco in Q4 2019 and held it in 8 quarters.
Susquehanna Fundamental Investments's Itaú Unibanco position peaked at $7.04M in Q1 2022.
272 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2023, filed 16 May 2023.