SSC
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Syverson Strege & Co’s Itaú Unibanco ITUB Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-789
Closed -$3.39K – 335
2023
Q1 		$3.39K Buy
+789
New +$3.35K ﹤0.01% 400

Other funds holding ITUB

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Syverson Strege & Co's ITUB Position: Q2 2023 in Review

Syverson Strege & Co sold out of Itaú Unibanco (ITUB) in Q2 2023, closing a stake of 789 shares — an estimated $3.39K sold.

Syverson Strege & Co first reported a position in ITUB in Q1 2023 and held it in 1 quarter. The position peaked at $3.39K in Q1 2023. 287 funds tracked by Wall St. Rank hold ITUB as of Q2 2023.

  • Syverson Strege & Co reported no remaining Itaú Unibanco position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 789 Itaú Unibanco shares in Q2 2023, an estimated $3.39K.
  • Syverson Strege & Co first reported a position in Itaú Unibanco in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's Itaú Unibanco position peaked at $3.39K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.