Antipodes Partners’s Itaú Unibanco ITUB Stock Holding History

Antipodes Partners’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
2024 Q4	–	Sell	-1,071,068	Closed	-$6.29M	–	88
2024 Q3	$6.29M	Sell	1,071,068 -11,289,567	-91%	-$63.6M	0.22%	45
2024 Q2	$63.7M	Sell	12,360,635 -3,143,446	-20%	-$17.2M	2.31%	20
2024 Q1	$94.8M	Sell	15,504,081 -4,499,283	-22%	-$27.1M	3%	14
2023 Q4	$123M	Sell	20,003,364 -3,581,276	-15%	-$19M	3.83%	11
2023 Q3	$111M	Buy	23,584,640 +9,495,936	+67%	+$47.4M	3.58%	10
2023 Q2	$73.4M	Buy	14,088,704 +3,534,935	+33%	+$16.7M	2.53%	19
2023 Q1	$45.4M	Buy	10,553,769 +940,769	+10%	+$3.99M	1.57%	28
2022 Q4	$40M	Buy	+9,613,000	New	+$43.7M	1.43%	30
2018 Q3	–	Sell	-110,360	Closed	-$555K	–	24
2018 Q2	$555K	Buy	110,360 +8,287	+8%	+$51.5K	0.03%	28
2018 Q1	$772K	Sell	102,073 -52,479	-34%	-$393K	0.03%	25
2017 Q4	$975K	Hold	154,552	–	–	0.06%	24
2017 Q3	$1.01M	Hold	154,552	–	–	0.07%	25
2017 Q2	$828K	Buy	154,552 +26,902	+21%	+$151K	0.11%	22
2017 Q1	$747K	Buy	+127,650	New	+$757K	0.13%	21

Other funds holding ITUB

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Antipodes Partners's ITUB Position: Q4 2024 in Review

Antipodes Partners sold out of Itaú Unibanco (ITUB) in Q4 2024, closing a stake of 1,071,068 shares — an estimated $6.29M sold.

Antipodes Partners first reported a position in ITUB in Q1 2017 and held it in 14 quarters. The position peaked at $123M in Q4 2023. 331 funds tracked by Wall St. Rank hold ITUB as of Q4 2024.

Antipodes Partners reported no remaining Itaú Unibanco position as of Q4 2024 after selling out during the quarter.
Antipodes Partners sold 1,071,068 Itaú Unibanco shares in Q4 2024, an estimated $6.29M.
Antipodes Partners first reported a position in Itaú Unibanco in Q1 2017 and held it in 14 quarters.
Antipodes Partners's Itaú Unibanco position peaked at $123M in Q4 2023.
331 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2024.

Based on Antipodes Partners's 13F filing for Q4 2024, filed 10 Feb 2025.