Itau Unibanco Holding S.A. Quant / Systematic

CIK: 0001132597 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 14, 2024

Total Value ($000): $2,340,672 (100.0% shares, 0.0% debt)

Holdings (119)

SPY SPDR S&P 500 ETF TR 11.0%
Value ($000) $257,643 Shares 492,559 Est. Cost $463.21 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S 7.3%
Value ($000) $171,252 Shares 1,365,167 Est. Cost $92.26 Unrealized
ITUB ITAU UNIBANCO HLDG S A 6.7%
Value ($000) $156,119 Shares 23,288,427 Est. Cost $4.90 Unrealized
XLF SELECT SECTOR SPDR TR 5.6%
Value ($000) $130,237 Shares 3,092,040 Est. Cost $42.12 Unrealized
TLH ISHARES TR 5.1%
Value ($000) $119,111 Shares 1,134,068 Est. Cost $100.40 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 5.0%
Value ($000) $116,157 Shares 7,636,908 Est. Cost $14.12 Unrealized
CX CEMEX SAB DE CV 4.8%
Value ($000) $111,662 Shares 12,831,556 Est. Cost $6.54 Unrealized
GOVT ISHARES TR 4.6%
Value ($000) $107,071 Shares 4,702,295 Est. Cost $22.09 Unrealized
PBR/A PETROLEO BRASILEIRO SA PETRO 4.5%
Value ($000) $105,467 Shares 7,078,313 Est. Cost $12.76 Unrealized
BAP CREDICORP LTD 3.5%
Value ($000) $82,237 Shares 503,276 Est. Cost $123.02 Unrealized +21.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 3.1%
Value ($000) $72,215 Shares 530,798 Est. Cost $104.39 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $68,112 Shares 161,893 Est. Cost $290.47 Unrealized +37.5%
VGK VANGUARD INTL EQUITY INDEX F 2.7%
Value ($000) $62,112 Shares 922,366 Est. Cost $55.89 Unrealized
BBD BANCO BRADESCO S A 2.5%
Value ($000) $58,378 Shares 20,411,722 Est. Cost $3.40 Unrealized
VALE VALE S A 2.5%
Value ($000) $57,836 Shares 4,890,781 Est. Cost $14.60 Unrealized
EWJ ISHARES INC 2.4%
Value ($000) $57,018 Shares 799,134 Est. Cost $64.59 Unrealized
ASR GRUPO AEROPORTUARIO DEL SURE 2.0%
Value ($000) $46,370 Shares 150,645 Est. Cost $263.36 Unrealized
KOF COCA COLA FEMSA S A B DE C V 1.8%
Value ($000) $41,776 Shares 446,685 Est. Cost $82.16 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $39,238 Shares 217,532 Est. Cost $128.84 Unrealized +29.6%
EMBJ EMBRAER S A 1.6%
Value ($000) $37,811 Shares 1,482,963 Est. Cost $15.70 Unrealized
META FACEBOOK INC 1.6%
Value ($000) $36,484 Shares 75,135 Est. Cost $291.28 Unrealized +52.2%
URA GLOBAL X FDS 1.2%
Value ($000) $28,526 Shares 989,450 Est. Cost $26.25 Unrealized
XP XP INC 1.2%
Value ($000) $28,397 Shares 1,148,700 Est. Cost $22.72 Unrealized +10.4%
GOOGL ALPHABET INC 0.9%
Value ($000) $21,274 Shares 140,956 Est. Cost $137.11 Unrealized +3.6%
SUZ SUZANO S A SPON 0.9%
Value ($000) $20,648 Shares 1,624,112 Est. Cost $10.72 Unrealized
NVDA NVIDIA CORP 0.9%
Value ($000) $20,448 Shares 22,631 Est. Cost $37.11 Unrealized +95.2%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $18,226 Shares 100,979 Est. Cost $116.06 Unrealized +50.6%
AMX AMERICA MOVIL SAB DE CV 0.7%
Value ($000) $17,333 Shares 930,594 Est. Cost $18.49 Unrealized
PAC GRUPO AEROPUERTO DEL PACIFIC 0.7%
Value ($000) $16,340 Shares 101,708 Est. Cost $156.49 Unrealized
SBS COMPANHIA DE SANEAMENTO BASI 0.7%
Value ($000) $16,149 Shares 959,536 Est. Cost $16.69 Unrealized
EEM ISHARES TR 0.7%
Value ($000) $15,993 Shares 389,314 Est. Cost $39.62 Unrealized
GLD SPDR GOLD TR 0.6%
Value ($000) $13,372 Shares 65,000 Est. Cost $177.60 Unrealized
TBBB BBB FOODS INC 0.6%
Value ($000) $13,008 Shares 566,187 Est. Cost $21.46 Unrealized 0.0%
DESPEGAR COM CORP 0.5%
Value ($000) $11,554 Shares 1,001,500 Est. Cost $11.54 Unrealized
ROK ROCKWELL AUTOMATION INC 0.4%
Value ($000) $9,201 Shares 31,582 Est. Cost $296.63 Unrealized -6.0%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $8,836 Shares 138,259 Est. Cost $64.77 Unrealized -14.5%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $6,881 Shares 58,369 Est. Cost $73.62 Unrealized +22.0%
NU NU HLDGS LTD 0.3%
Value ($000) $6,736 Shares 564,665 Est. Cost $7.84 Unrealized +30.2%
BBY BEST BUY INC 0.3%
Value ($000) $6,583 Shares 80,246 Est. Cost $73.02 Unrealized -5.1%
TIMB TIM S A 0.3%
Value ($000) $6,395 Shares 361,076 Est. Cost $12.27 Unrealized
AUNA AUNA S A 0.3%
Value ($000) $6,345 Shares 632,400 Est. Cost $10.29 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $5,784 Shares 59,309 Est. Cost $86.83 Unrealized 0.0%
DBA INVESCO DB MLTI SECTR CMMTY 0.2%
Value ($000) $5,637 Shares 215,200 Est. Cost $24.16 Unrealized
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $5,318 Shares 10,171 Est. Cost $516.50 Unrealized 0.0%
CSAN COSAN LTD 0.2%
Value ($000) $5,254 Shares 405,691 Est. Cost $14.29 Unrealized
STNE STONECO LTD 0.2%
Value ($000) $4,822 Shares 290,286 Est. Cost $16.61 Unrealized
EWZ ISHARES INC 0.2%
Value ($000) $4,792 Shares 147,824 Est. Cost $34.96 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $4,775 Shares 39,027 Est. Cost $98.98 Unrealized +3.4%
GGB GERDAU SA 0.2%
Value ($000) $4,397 Shares 994,691 Est. Cost $4.54 Unrealized
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $4,219 Shares 10,800 Est. Cost $462.26 Unrealized 0.0%
INDA ISHARES TR 0.2%
Value ($000) $4,050 Shares 78,500 Est. Cost $51.59 Unrealized
SQM SOCIEDAD QUIMICA MINERA DE C 0.2%
Value ($000) $3,920 Shares 79,946 Est. Cost $60.63 Unrealized
MATTERPORT INC 0.1%
Value ($000) $3,154 Shares 1,395,386 Est. Cost $3.05 Unrealized
BA BOEING CO 0.1%
Value ($000) $3,126 Shares 16,200 Est. Cost $205.48 Unrealized 0.0%
AXIA CENTRAIS ELETRICAS BRASILEIR 0.1%
Value ($000) $2,905 Shares 347,899 Est. Cost $7.87 Unrealized
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $2,874 Shares 93,700 Est. Cost $30.73 Unrealized -5.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $2,794 Shares 41,713 Est. Cost $61.06 Unrealized +0.3%
ORCL ORACLE CORP 0.1%
Value ($000) $2,701 Shares 21,500 Est. Cost $109.58 Unrealized +2.5%
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $2,647 Shares 58,300 Est. Cost $40.70 Unrealized 0.0%
IVV ISHARES TR 0.1%
Value ($000) $2,593 Shares 4,693 Est. Cost $423.88 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $2,378 Shares 13,688 Est. Cost $168.41 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $2,022 Shares 3,329 Est. Cost $39.37 Unrealized +43.2%
EFA ISHARES TR 0.1%
Value ($000) $1,877 Shares 23,500 Est. Cost $79.86 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,681 Shares 9,229 Est. Cost $135.45 Unrealized +19.6%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,609 Shares 20,900 Est. Cost $71.78 Unrealized 0.0%
VIV TELEFONICA BRASIL SA 0.1%
Value ($000) $1,558 Shares 155,100 Est. Cost $10.61 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $1,390 Shares 15,465 Est. Cost $87.60 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.1%
Value ($000) $1,382 Shares 20,696 Est. Cost $57.02 Unrealized +1.1%
KO COCA COLA CO 0.1%
Value ($000) $1,357 Shares 22,184 Est. Cost $53.43 Unrealized +6.1%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $1,333 Shares 19,675 Est. Cost $64.53 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $1,284 Shares 3,504 Est. Cost $311.07 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $1,284 Shares 849 Est. Cost $1373.18 Unrealized +19.2%
ISHARES TR 0.1%
Value ($000) $1,220 Shares 4,500 Est. Cost Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $1,148 Shares 463,048 Est. Cost $2.80 Unrealized
PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $1,100 Shares 2,000 Est. Cost Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $967 Shares 42,526 Est. Cost $22.66 Unrealized
ISHARES INC 0.0%
Value ($000) $909 Shares 1,500 Est. Cost Unrealized
SID COMPANHIA SIDERURGICA NACION 0.0%
Value ($000) $887 Shares 283,433 Est. Cost $2.80 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $883 Shares 23,134 Est. Cost $45.36 Unrealized -10.5%
ISHARES TR 0.0%
Value ($000) $841 Shares 17,000 Est. Cost Unrealized
VANECK MERK GOLD TRUST 0.0%
Value ($000) $824 Shares 4 Est. Cost Unrealized
SELECT SECTOR SPDR TR 0.0%
Value ($000) $746 Shares 1,500 Est. Cost Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $707 Shares 19,724 Est. Cost $41.30 Unrealized -19.7%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $626 Shares 2,360 Est. Cost $183.94 Unrealized -2.2%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $625 Shares 3,000 Est. Cost $192.48 Unrealized
IBN ICICI BK LTD 0.0%
Value ($000) $609 Shares 23,050 Est. Cost $21.23 Unrealized
ISHARES TR 0.0%
Value ($000) $529 Shares 10,000 Est. Cost Unrealized
DISNEY WALT CO 0.0%
Value ($000) $460 Shares 1,000 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $444 Shares 2,807 Est. Cost $157.80 Unrealized -4.8%
CCJ CAMECO CORP 0.0%
Value ($000) $433 Shares 10,000 Est. Cost $43.66 Unrealized 0.0%
METV LISTED FD TR 0.0%
Value ($000) $425 Shares 34,200 Est. Cost $8.22 Unrealized
SELECT SECTOR SPDR TR 0.0%
Value ($000) $412 Shares 2,000 Est. Cost Unrealized
XME SPDR SERIES TRUST 0.0%
Value ($000) $392 Shares 6,500 Est. Cost $55.63 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $386 Shares 5,908 Est. Cost $102.50 Unrealized -35.0%
INFY INFOSYS LTD 0.0%
Value ($000) $366 Shares 20,438 Est. Cost $17.86 Unrealized
TCOM TRIP COM GROUP LTD 0.0%
Value ($000) $360 Shares 8,200 Est. Cost $36.01 Unrealized
BSAC BANCO SANTANDER CHILE NEW 0.0%
Value ($000) $328 Shares 16,521 Est. Cost $17.78 Unrealized
SELECT SECTOR SPDR TR 0.0%
Value ($000) $327 Shares 2,000 Est. Cost Unrealized
MMYT MAKEMYTRIP LIMITED MAURITIUS 0.0%
Value ($000) $320 Shares 4,500 Est. Cost $42.15 Unrealized +35.0%
SONY SONY CORP 0.0%
Value ($000) $312 Shares 3,642 Est. Cost $91.39 Unrealized
EDU NEW ORIENTAL ED & TECH GRP I 0.0%
Value ($000) $272 Shares 3,130 Est. Cost $37.24 Unrealized
BMA BANCO MACRO SA 0.0%
Value ($000) $251 Shares 5,200 Est. Cost $28.70 Unrealized
GLOB GLOBANT S A 0.0%
Value ($000) $180 Shares 890 Est. Cost $204.19 Unrealized +10.0%
ZTO ZTO EXPRESS CAYMAN INC 0.0%
Value ($000) $178 Shares 8,500 Est. Cost $20.94 Unrealized
STNG SCORPIO TANKERS INC 0.0%
Value ($000) $134 Shares 1,870 Est. Cost $71.55 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $113 Shares 1,543 Est. Cost $61.84 Unrealized +16.4%
SE SEA LTD 0.0%
Value ($000) $99 Shares 1,846 Est. Cost $172.57 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $90 Shares 558 Est. Cost $155.08 Unrealized +25.0%
SELECT SECTOR SPDR TR 0.0%
Value ($000) $77 Shares 2,000 Est. Cost Unrealized
MATTERPORT INC 0.0%
Value ($000) $75 Shares 6,000 Est. Cost Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $41 Shares 912 Est. Cost $64.60 Unrealized
TV GRUPO TELEVISA SA 0.0%
Value ($000) $40 Shares 13,182 Est. Cost $4.03 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $30 Shares 250 Est. Cost $190.30 Unrealized -38.7%
SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 2,994 Est. Cost Unrealized
SPDR S&P 500 ETF TR 0.0%
Value ($000) $11 Shares 1,000 Est. Cost Unrealized
LQD ISHARES TR 0.0%
Value ($000) $8 Shares 75 Est. Cost $119.10 Unrealized
BRF SA 0.0%
Value ($000) $2 Shares 600 Est. Cost $3.26 Unrealized
VANECK MERK GOLD TRUST 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
INVESCO LTD 0.0%
Value ($000) $0 Shares 1,500 Est. Cost Unrealized