Zurich Insurance Group’s Itaú Unibanco ITUB Stock Holding History

Zurich Insurance 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
2019 Q1	–	Sell	-151,392	Closed	-$1.01M	–	459
2018 Q4	$1.01M	Buy	+151,392	New	+$973K	0.02%	303
2018 Q1	–	Sell	-17,966	Closed	-$113K	–	548
2017 Q4	$113K	Hold	17,966	–	–	﹤0.01%	558
2017 Q3	$119K	Hold	17,966	–	–	﹤0.01%	599
2017 Q2	$96K	Hold	17,966	–	–	﹤0.01%	554
2017 Q1	$105K	Hold	17,966	–	–	﹤0.01%	502
2016 Q4	$90K	Buy	+17,966	New	+$92.1K	﹤0.01%	462

Other funds holding ITUB

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zurich Insurance Group's ITUB Position: Q1 2019 in Review

Zurich Insurance Group sold out of Itaú Unibanco (ITUB) in Q1 2019, closing a stake of 151,392 shares — an estimated $1.01M sold.

Zurich Insurance Group first reported a position in ITUB in Q4 2016 and held it in 6 quarters. The position peaked at $1.01M in Q4 2018. 343 funds tracked by Wall St. Rank hold ITUB as of Q1 2019.

Zurich Insurance Group reported no remaining Itaú Unibanco position as of Q1 2019 after selling out during the quarter.
Zurich Insurance Group sold 151,392 Itaú Unibanco shares in Q1 2019, an estimated $1.01M.
Zurich Insurance Group first reported a position in Itaú Unibanco in Q4 2016 and held it in 6 quarters.
Zurich Insurance Group's Itaú Unibanco position peaked at $1.01M in Q4 2018.
343 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2019.

Based on Zurich Insurance Group's 13F filing for Q1 2019, filed 15 May 2019.