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Anthracite Investment Company’s Itaú Unibanco ITUB Stock Holding History

Anthracite Investment Company’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
2025
Q1 		– Sell
-711,228
Closed -$3.11M – 82
2024
Q4 		$3.11M Buy
711,228
+147,290
+26% +$758K 1.09% 27
2024
Q3 		$3.31M Sell
563,938
-79,310
-12% -$447K 1.47% 23
2024
Q2 		$3.32M Buy
643,248
+190,048
+42% +$1.04M 1.48% 25
2024
Q1 		$2.77M Hold
453,200
– – 1.01% 29
2023
Q4 		$2.78M Buy
+453,200
New +$2.4M 1.52% 21

Other funds holding ITUB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Anthracite Investment Company's ITUB Position: Q1 2025 in Review

Anthracite Investment Company sold out of Itaú Unibanco (ITUB) in Q1 2025, closing a stake of 711,228 shares — an estimated $3.11M sold.

Anthracite Investment Company first reported a position in ITUB in Q4 2023 and held it in 5 quarters. The position peaked at $3.32M in Q2 2024. 316 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

  • Anthracite Investment Company reported no remaining Itaú Unibanco position as of Q1 2025 after selling out during the quarter.
  • Anthracite Investment Company sold 711,228 Itaú Unibanco shares in Q1 2025, an estimated $3.11M.
  • Anthracite Investment Company first reported a position in Itaú Unibanco in Q4 2023 and held it in 5 quarters.
  • Anthracite Investment Company's Itaú Unibanco position peaked at $3.32M in Q2 2024.
  • 316 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on Anthracite Investment Company's 13F filing for Q1 2025, filed 8 May 2025.