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ITUB icon

Veritable’s Itaú Unibanco ITUB Stock Holding History

Veritable’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
2021
Q4 		– Sell
-15,582
Closed -$60K – 922
2021
Q3 		$60K Buy
15,582
+1,679
+12% +$6.88K ﹤0.01% 868
2021
Q2 		$61K Sell
13,903
-953
-6% -$3.84K ﹤0.01% 859
2021
Q1 		$54K Buy
+14,856
New +$56.1K ﹤0.01% 830
2015
Q2 		– Sell
-86,419
Closed -$383K – 814
2015
Q1 		$383K Buy
86,419
+1,355
+2% +$6.61K 0.01% 684
2014
Q4 		$444K Sell
85,064
-40,896
-32% -$230K 0.01% 631
2014
Q3 		$701K Buy
125,960
+2,472
+2% +$15.8K 0.01% 505
2014
Q2 		$712K Buy
123,488
+1,897
+2% +$11.2K 0.01% 498
2014
Q1 		$659K Buy
121,591
+1,882
+2% +$8.98K 0.01% 499
2013
Q4 		$592K Buy
119,709
+19,616
+20% +$102K 0.01% 526
2013
Q3 		$515K Sell
100,093
-9,985
-9% -$46.8K 0.01% 568
2013
Q2 		$518K Buy
+110,078
New +$600K 0.01% 563

Other funds holding ITUB

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
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Veritable's ITUB Position: Q4 2021 in Review

Veritable sold out of Itaú Unibanco (ITUB) in Q4 2021, closing a stake of 15,582 shares — an estimated $60K sold.

Veritable first reported a position in ITUB in Q2 2013 and held it in 11 quarters. The position peaked at $712K in Q2 2014. 268 funds tracked by Wall St. Rank hold ITUB as of Q4 2021.

  • Veritable reported no remaining Itaú Unibanco position as of Q4 2021 after selling out during the quarter.
  • Veritable sold 15,582 Itaú Unibanco shares in Q4 2021, an estimated $60K.
  • Veritable first reported a position in Itaú Unibanco in Q2 2013 and held it in 11 quarters.
  • Veritable's Itaú Unibanco position peaked at $712K in Q2 2014.
  • 268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2021.

Based on Veritable's 13F filing for Q4 2021, filed 14 Feb 2022.