Aigen Investment Management’s Itaú Unibanco ITUB Stock Holding History

Aigen Investment Management’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
2026 Q1	$339K	Sell	40,441 -3,475	-8%	-$29.1K	0.09%	304
2025 Q4	$314K	Buy	43,916 +23,449	+115%	+$167K	0.07%	350
2025 Q3	$146K	Buy	+20,467	New	+$135K	0.02%	713
2024 Q4	–	Sell	-54,970	Closed	-$323K	–	862
2024 Q3	$323K	Sell	54,970 -97,719	-64%	-$550K	0.06%	447
2024 Q2	$787K	Buy	+152,689	New	+$835K	0.15%	184
2023 Q4	–	Sell	-23,002	Closed	-$109K	–	929
2023 Q3	$109K	Buy	+23,002	New	+$115K	0.02%	742
2022 Q2	–	Sell	-15,289	Closed	-$77K	–	630
2022 Q1	$77K	Buy	+15,289	New	+$64.4K	0.01%	502
2021 Q1	–	Sell	-19,410	Closed	-$86K	–	757
2020 Q4	$86K	Sell	19,410 -236,265	-92%	-$884K	0.01%	732
2020 Q3	$740K	Buy	255,675 +140,813	+123%	+$478K	0.09%	322
2020 Q2	$392K	Sell	114,862 -334,273	-74%	-$1.08M	0.05%	538
2020 Q1	$1.47M	Buy	+449,135	New	+$2.3M	0.19%	137

Other funds holding ITUB

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Schroder Investment Management Group

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

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return