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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
TLTIshares Tr
Recent Activity
Exited
0%
$18.815M
205,000 shares@ $91.78 avg price
IVZInvesco Ltd
Recent Activity
Exited
0%
$14.517M
30,300 shares@ $479.11 avg price
SMHVaneck Vectors Etf Tr
Recent Activity
Exited
0%
$10.814M
41,480 shares@ $260.7 avg price
4613⤦Invesco Exchange Traded Fd T
Recent Activity
Exited
0%
$10.023M
61,014 shares@ $164.29 avg price
JPMJpmorgan Chase & Co
Recent Activity
Exited
0%
$9.025M
44,621 shares@ $202.26 avg price
SPGIS&p Global Inc
Recent Activity
Exited
0%
$6.69M
15,000 shares@ $446.0 avg price
GLOBGlobant S A
Recent Activity
Exited
0%
$5.575M
31,277 shares@ $178.26 avg price
XOMExxon Mobil Corp
Recent Activity
Exited
0%
$4.605M
40,000 shares@ $115.12 avg price
HLTHilton Worldwide Hldgs Inc
Recent Activity
Exited
0%
$4.533M
20,774 shares@ $218.21 avg price
TBBBBbb Foods Inc
Recent Activity
Exited
0%
$4.506M
195,691 shares@ $23.03 avg price