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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
ORCLOracle Corp
Recent Activity
Decreased -46.3%
0.08%
$2.269M
13,316 shares@ $170.4 avg price
VVisa Inc
Recent Activity
Decreased -4.74%
0.07%
$2.048M
7,450 shares@ $274.96 avg price
IBKRInteractive Brokers Group In
Recent Activity
Decreased -9.05%
0.06%
$1.67M
11,981 shares@ $139.36 avg price
MTTRMatterport Inc
Recent Activity
Decreased -59.07%
0.05%
$1.514M
336,405 shares@ $4.51 avg price
URAGlobal X Fds
Recent Activity
Decreased -94.95%
0.04%
$1.144M
39,994 shares@ $28.61 avg price
AAPLApple Inc
Recent Activity
Decreased -97.75%
0.03%
$901,011
3,867 shares@ $233.0 avg price
TECKTeck Resources Ltd
Recent Activity
Decreased -56.65%
0.03%
$758,577
14,521 shares@ $52.24 avg price
6533⤦Nextera Energy Inc
Recent Activity
Decreased -12.5%
0.03%
$757,006↑ Call
1,050 shares@ $720.96 avg price
RBLXRoblox Corp
Recent Activity
Decreased -71.58%
0.02%
$471,369
10,650 shares@ $44.26 avg price
0865⤦Best Buy Inc
Recent Activity
Decreased -63.15%
0.02%
$407,775↑ Call
350 shares@ $1165.08 avg price