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Creekmur Asset Management’s Itaú Unibanco ITUB Stock Holding History

Creekmur Asset Management’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
-125
Closed -$546 – 887
2024
Q4 		$546 Hold
125
– – ﹤0.01% 724
2024
Q3 		$732 Hold
125
– – ﹤0.01% 770
2024
Q2 		$642 Buy
+125
New +$684 ﹤0.01% 825

Other funds holding ITUB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Schroder Investment Management Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Robeco Institutional Asset Management
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Creekmur Asset Management's ITUB Position: Q1 2025 in Review

Creekmur Asset Management sold out of Itaú Unibanco (ITUB) in Q1 2025, closing a stake of 125 shares — an estimated $546 sold.

Creekmur Asset Management first reported a position in ITUB in Q2 2024 and held it in 3 quarters. The position peaked at $732 in Q3 2024. 315 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

  • Creekmur Asset Management reported no remaining Itaú Unibanco position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 125 Itaú Unibanco shares in Q1 2025, an estimated $546.
  • Creekmur Asset Management first reported a position in Itaú Unibanco in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's Itaú Unibanco position peaked at $732 in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.