BTG Pactual Global Asset Management’s Itaú Unibanco ITUB Stock Holding History

BTG Pactual Global Asset 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
2024 Q1	$8.19M	Hold	1,338,515	–	–	1.37%	20
2023 Q4	$8.21M	Hold	1,338,515	–	–	3.17%	6
2023 Q3	$6.34M	Hold	1,338,515	–	–	1.43%	18
2023 Q2	$6.97M	Buy	+1,338,515	New	+$6.33M	1.48%	13
2020 Q1	–	Sell	-167,010	Closed	-$1.11M	–	125
2019 Q4	$1.11M	Buy	+167,010	New	+$1.05M	0.18%	73
2015 Q4	–	Sell	-3,330,029	Closed	-$9.72M	–	66
2015 Q3	$9.72M	Sell	3,330,029 -2	-0%	-$7	0.75%	41
2015 Q2	$14.6M	Buy	+3,330,031	New	+$15.7M	0.96%	33
2013 Q3	–	Sell	-2,049,654	Closed	-$9.65M	–	120
2013 Q2	$9.65M	Buy	+2,049,654	New	+$11.2M	2.55%	7

Other funds holding ITUB

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

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

WGI

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

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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BTG Pactual Global Asset Management's ITUB Position: Q1 2024 in Review

BTG Pactual Global Asset Management held its Itaú Unibanco (ITUB) position steady in Q1 2024 at 1,338,515 shares worth $8.19M. The position accounts for 1.37% of the portfolio, ranked #20.

BTG Pactual Global Asset Management first reported a position in ITUB in Q2 2013 and has held it in 8 quarters since. The position peaked at $14.6M in Q2 2015. 324 funds tracked by Wall St. Rank hold ITUB as of Q1 2024.

BTG Pactual Global Asset Management held 1,338,515 shares of Itaú Unibanco worth $8.19M as of Q1 2024.
BTG Pactual Global Asset Management left its Itaú Unibanco share count unchanged in Q1 2024.
Itaú Unibanco made up 1.37% of BTG Pactual Global Asset Management's portfolio in Q1 2024, its #20 holding.
BTG Pactual Global Asset Management first reported a position in Itaú Unibanco in Q2 2013 and has held it in 8 quarters since.
BTG Pactual Global Asset Management's Itaú Unibanco position peaked at $14.6M in Q2 2015.
324 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2024.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2024, filed 15 May 2024.