Central Trust Company’s Itaú Unibanco ITUB Stock Holding History

Central Trust Company’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
2026 Q1	$1.26K	Hold	150	–	–	﹤0.01%	1399
2025 Q4	$1.08K	Buy	+150	New	+$1.07K	﹤0.01%	1371
2021 Q1	–	Sell	-319	Closed	-$1K	–	1124
2020 Q4	$1K	Hold	319	–	–	﹤0.01%	1053
2020 Q3	$0	Hold	319	–	–	﹤0.01%	1086
2020 Q2	$1K	Hold	319	–	–	﹤0.01%	1033
2020 Q1	$1K	Hold	319	–	–	﹤0.01%	1112
2019 Q4	$2K	Hold	319	–	–	﹤0.01%	1141
2019 Q3	$2K	Hold	319	–	–	﹤0.01%	1113
2019 Q2	$2K	Hold	319	–	–	﹤0.01%	1105
2019 Q1	$2K	Hold	319	–	–	﹤0.01%	1061
2018 Q4	$2K	Sell	319 -1	-0.3%	-$6	﹤0.01%	1105
2018 Q3	$2K	Hold	320	–	–	﹤0.01%	1179
2018 Q2	$2K	Sell	320 -286	-47%	-$1.78K	﹤0.01%	1187
2018 Q1	$5K	Hold	606	–	–	﹤0.01%	1126
2017 Q4	$4K	Sell	606 -396	-40%	-$2.53K	﹤0.01%	1117
2017 Q3	$7K	Hold	1,002	–	–	﹤0.01%	1004
2017 Q2	$5K	Buy	+1,002	New	+$5.62K	﹤0.01%	1047

Other funds holding ITUB

Capital Research Global Investors

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

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

Schroder Investment Management Group

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

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

Arrowstreet Capital

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Robeco Institutional Asset Management

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return