Capital Markets Trading (UK)’s Itaú Unibanco ITUB Stock Holding History

Capital Markets Trading (UK)’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	-177,881	Closed	-$895K	–	323
2024 Q4	$779K	Buy	177,881 +143,727	+421%	+$740K	0.01%	241
2024 Q3	$200K	Sell	34,154 -78,633	-70%	-$443K	﹤0.01%	292
2024 Q2	$581K	Buy	+112,787	New	+$617K	0.01%	259
2023 Q4	–	Sell	-30,138	Closed	-$143K	–	279
2023 Q3	$143K	Buy	+30,138	New	+$150K	﹤0.01%	277
2022 Q1	–	Sell	-42,519	Closed	-$141K	–	219
2021 Q4	$141K	Sell	42,519 -5,808	-12%	-$20.9K	﹤0.01%	186
2021 Q3	$186K	Sell	48,327 -133,711	-73%	-$548K	﹤0.01%	221
2021 Q2	$796K	Buy	182,038 +17,608	+11%	+$71K	0.01%	167
2021 Q1	$593K	Buy	+164,430	New	+$621K	0.01%	179
2019 Q4	–	Sell	-384,812	Closed	-$2.41M	–	194
2019 Q3	$2.35M	Sell	384,812 -207,524	-35%	-$1.35M	0.11%	122
2019 Q2	$4.06M	Buy	592,336 +563,475	+1,952%	+$3.55M	0.19%	103
2019 Q1	$185K	Buy	+28,861	New	+$204K	0.01%	168
2018 Q4	–	Sell	-509,704	Closed	-$3.27M	–	193
2018 Q3	$2.71M	Buy	509,704 +256,140	+101%	+$1.38M	0.13%	127
2018 Q2	$1.28M	Buy	+253,564	New	+$1.58M	0.06%	138

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

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

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

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

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

Capital Markets Trading (UK)'s ITUB Position: Q1 2025 in Review

Capital Markets Trading (UK) sold out of Itaú Unibanco (ITUB) in Q1 2025, closing a stake of 177,881 shares — an estimated $895K sold.

Capital Markets Trading (UK) first reported a position in ITUB in Q2 2018 and held it in 13 quarters. The position peaked at $4.06M in Q2 2019. 315 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

Capital Markets Trading (UK) reported no remaining Itaú Unibanco position as of Q1 2025 after selling out during the quarter.
Capital Markets Trading (UK) sold 177,881 Itaú Unibanco shares in Q1 2025, an estimated $895K.
Capital Markets Trading (UK) first reported a position in Itaú Unibanco in Q2 2018 and held it in 13 quarters.
Capital Markets Trading (UK)'s Itaú Unibanco position peaked at $4.06M in Q2 2019.
315 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on Capital Markets Trading (UK)'s 13F filing for Q1 2025, filed 15 May 2025.