Bull Oak Capital’s Itaú Unibanco ITUB Stock Holding History

Bull Oak Capital’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	-282	Closed	-$1.66K	–	56
2024 Q3	$1.66K	Buy	+282	New	+$1.59K	﹤0.01%	118

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

Bull Oak Capital's ITUB Position: Q4 2024 in Review

Bull Oak Capital sold out of Itaú Unibanco (ITUB) in Q4 2024, closing a stake of 282 shares — an estimated $1.66K sold.

Bull Oak Capital first reported a position in ITUB in Q3 2024 and held it in 1 quarter. The position peaked at $1.66K in Q3 2024. 331 funds tracked by Wall St. Rank hold ITUB as of Q4 2024.

Bull Oak Capital reported no remaining Itaú Unibanco position as of Q4 2024 after selling out during the quarter.
Bull Oak Capital sold 282 Itaú Unibanco shares in Q4 2024, an estimated $1.66K.
Bull Oak Capital first reported a position in Itaú Unibanco in Q3 2024 and held it in 1 quarter.
Bull Oak Capital's Itaú Unibanco position peaked at $1.66K in Q3 2024.
331 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.