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Tatiana Grecco

@Itau Unibanco Holding S.a.

Latest period2024 - Q3ReportedManaged Assets$3.037BTotal holdings328
Assets growth rate24.08%Assets growth rate (2-Q avg)14.33%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Itau Unibanco Holding S.a.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 328 positions.

Assets under management

The assets under management (AUM) of Itau Unibanco Holding S.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.037B in assets, with a quarterly growth rate of 24.08% and a 2-quarter average growth rate of 14.33%. The portfolio is managed by Tatiana Grecco, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLFSelect Sector Spdr Tr
Recent Activity
New Position
2.64%
$80.003M
1.765M shares@ $45.33 avg price
XLISelect Sector Spdr Tr
Recent Activity
New Position
1.1%
$33.185M
245,018 shares@ $135.45 avg price
PACGrupo Aeropuerto Del Pacific
Recent Activity
New Position
0.77%
$23.145M
133,000 shares@ $174.02 avg price
XOPSpdr Ser Tr
Recent Activity
New Position
0.66%
$19.794M
150,500 shares@ $131.52 avg price
FXIIshares Tr
Recent Activity
New Position
0.65%
$19.73M
620,821 shares@ $31.78 avg price
KWEBKraneshares Tr
Recent Activity
New Position
0.45%
$13.642M
401,000 shares@ $34.02 avg price
XLCSelect Sector Spdr Tr
Recent Activity
New Position
0.42%
$12.538M
138,700 shares@ $90.4 avg price
XPXp Inc
Recent Activity
New Position
0.35%
$10.471M
583,671 shares@ $17.94 avg price
GDGeneral Dynamics Corp
Recent Activity
New Position
0.24%
$7.253M
24,000 shares@ $302.2 avg price
VIVTelefonica Brasil Sa
Recent Activity
New Position
0.2%
$5.967M
581,000 shares@ $10.27 avg price