Callan Family Office’s Itaú Unibanco ITUB Stock Holding History

Callan Family Office’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
2023 Q3	–	Sell	-63,221	Closed	-$329K	–	103
2023 Q2	$329K	Hold	63,221	–	–	0.09%	82
2023 Q1	$272K	Hold	63,221	–	–	0.07%	136
2022 Q4	$263K	Buy	+63,221	New	+$287K	0.08%	87

Other funds holding ITUB

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WGI

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Callan Family Office's ITUB Position: Q3 2023 in Review

Callan Family Office sold out of Itaú Unibanco (ITUB) in Q3 2023, closing a stake of 63,221 shares — an estimated $329K sold.

Callan Family Office first reported a position in ITUB in Q4 2022 and held it in 3 quarters. The position peaked at $329K in Q2 2023. 283 funds tracked by Wall St. Rank hold ITUB as of Q3 2023.

Callan Family Office reported no remaining Itaú Unibanco position as of Q3 2023 after selling out during the quarter.
Callan Family Office sold 63,221 Itaú Unibanco shares in Q3 2023, an estimated $329K.
Callan Family Office first reported a position in Itaú Unibanco in Q4 2022 and held it in 3 quarters.
Callan Family Office's Itaú Unibanco position peaked at $329K in Q2 2023.
283 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2023.

Based on Callan Family Office's 13F filing for Q3 2023, filed 14 Nov 2023.