Clal Insurance’s Itaú Unibanco ITUB Stock Holding History

Clal Insurance’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	-252	Closed	-$1K	–	206
2024 Q4	$1K	Buy	+252	New	+$1.3K	﹤0.01%	185

Other funds holding ITUB

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

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

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

OAG

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

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

Clal Insurance's ITUB Position: Q1 2025 in Review

Clal Insurance sold out of Itaú Unibanco (ITUB) in Q1 2025, closing a stake of 252 shares — an estimated $1K sold.

Clal Insurance first reported a position in ITUB in Q4 2024 and held it in 1 quarter. The position peaked at $1K in Q4 2024. 315 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

Clal Insurance reported no remaining Itaú Unibanco position as of Q1 2025 after selling out during the quarter.
Clal Insurance sold 252 Itaú Unibanco shares in Q1 2025, an estimated $1K.
Clal Insurance first reported a position in Itaú Unibanco in Q4 2024 and held it in 1 quarter.
Clal Insurance's Itaú Unibanco position peaked at $1K in Q4 2024.
315 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on Clal Insurance's 13F filing for Q1 2025, filed 13 May 2025.