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Westwood Holdings Group’s Itaú Unibanco ITUB Stock Holding History

Westwood Holdings Group’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
2020
Q2 		– Sell
-20,631
Closed -$67K – 413
2020
Q1 		$67K Buy
20,631
+4,283
+26% +$22K ﹤0.01% 395
2019
Q4 		$109K Hold
16,348
– – ﹤0.01% 482
2019
Q3 		$100K Buy
+16,348
New +$106K ﹤0.01% 441

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Westwood Holdings Group's ITUB Position: Q2 2020 in Review

Westwood Holdings Group sold out of Itaú Unibanco (ITUB) in Q2 2020, closing a stake of 20,631 shares — an estimated $67K sold.

Westwood Holdings Group first reported a position in ITUB in Q3 2019 and held it in 3 quarters. The position peaked at $109K in Q4 2019. 285 funds tracked by Wall St. Rank hold ITUB as of Q2 2020.

  • Westwood Holdings Group reported no remaining Itaú Unibanco position as of Q2 2020 after selling out during the quarter.
  • Westwood Holdings Group sold 20,631 Itaú Unibanco shares in Q2 2020, an estimated $67K.
  • Westwood Holdings Group first reported a position in Itaú Unibanco in Q3 2019 and held it in 3 quarters.
  • Westwood Holdings Group's Itaú Unibanco position peaked at $109K in Q4 2019.
  • 285 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2020.

Based on Westwood Holdings Group's 13F filing for Q2 2020, filed 13 Aug 2020.