Weld Capital Management’s Itaú Unibanco ITUB Stock Holding History

Weld 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
2021 Q1	–	Sell	-153,684	Closed	-$681K	–	439
2020 Q4	$681K	Buy	+153,684	New	+$575K	0.27%	125
2020 Q3	–	Sell	-76,978	Closed	-$263K	–	572
2020 Q2	$263K	Buy	+76,978	New	+$250K	0.1%	314
2019 Q3	–	Sell	-184,972	Closed	-$1.27M	–	878
2019 Q2	$1.27M	Buy	+184,972	New	+$1.16M	0.23%	126

Other funds holding ITUB

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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

Weld Capital Management's ITUB Position: Q1 2021 in Review

Weld Capital Management sold out of Itaú Unibanco (ITUB) in Q1 2021, closing a stake of 153,684 shares — an estimated $681K sold.

Weld Capital Management first reported a position in ITUB in Q2 2019 and held it in 3 quarters. The position peaked at $1.27M in Q2 2019. 301 funds tracked by Wall St. Rank hold ITUB as of Q1 2021.

Weld Capital Management reported no remaining Itaú Unibanco position as of Q1 2021 after selling out during the quarter.
Weld Capital Management sold 153,684 Itaú Unibanco shares in Q1 2021, an estimated $681K.
Weld Capital Management first reported a position in Itaú Unibanco in Q2 2019 and held it in 3 quarters.
Weld Capital Management's Itaú Unibanco position peaked at $1.27M in Q2 2019.
301 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.