Cloverfields Capital Group’s Itaú Unibanco ITUB Stock Holding History

Cloverfields Capital Group’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	$2.16M	Buy	257,526 +2,882	+1%	+$24.1K	0.7%	54
2025 Q4	$1.82M	Buy	+254,644	New	+$1.81M	0.57%	58
2025 Q1	–	Sell	-225,053	Closed	-$985K	–	98
2024 Q4	$985K	Buy	225,053 +13,822	+7%	+$71.1K	0.32%	79
2024 Q3	$1.24M	Sell	211,231 -37,175	-15%	-$209K	0.4%	75
2024 Q2	$1.28M	Buy	248,406 +1,977	+0.8%	+$10.8K	0.43%	66
2024 Q1	$1.51M	Sell	246,429 -635	-0.3%	-$3.82K	0.51%	63
2023 Q4	$1.52M	Hold	247,064	–	–	0.59%	60
2023 Q3	$1.17M	Hold	247,064	–	–	0.53%	64
2023 Q2	$1.29M	Buy	247,064 +93,037	+60%	+$440K	0.42%	62
2023 Q1	$662K	Buy	154,027 +81,890	+114%	+$347K	0.2%	68
2022 Q4	$300K	Hold	72,137	–	–	0.1%	68
2022 Q3	$329K	Buy	72,137 +4,539	+7%	+$19.4K	0.11%	63
2022 Q2	$255K	Hold	67,598	–	–	0.08%	65
2022 Q1	$341K	Buy	+67,598	New	+$285K	0.11%	61

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