Engineers Gate Manager’s Itaú Unibanco ITUB Stock Holding History

Engineers Gate Manager’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	$6.16M	Buy	734,793 +683,087	+1,321%	+$5.72M	0.08%	317
2025 Q4	$370K	Buy	51,706 +2,192	+4%	+$15.6K	﹤0.01%	1510
2025 Q3	$353K	Buy	+49,514	New	+$327K	﹤0.01%	1668
2025 Q1	–	Sell	-360,502	Closed	-$1.58M	–	2361
2024 Q4	$1.58M	Buy	360,502 +240,483	+200%	+$1.24M	0.03%	738
2024 Q3	$704K	Sell	120,019 -82,348	-41%	-$464K	0.01%	1204
2024 Q2	$1.04M	Buy	202,367 +37,020	+22%	+$203K	0.02%	868
2024 Q1	$1.01M	Buy	+165,347	New	+$995K	0.03%	817
2023 Q4	–	Sell	-59,936	Closed	-$284K	–	2096
2023 Q3	$284K	Buy	59,936 +35,154	+142%	+$175K	0.01%	1347
2023 Q2	$129K	Buy	+24,782	New	+$117K	﹤0.01%	1538
2021 Q4	–	Sell	-175,572	Closed	-$673K	–	2146
2021 Q3	$673K	Buy	+175,572	New	+$719K	0.04%	713
2021 Q2	–	Sell	-28,998	Closed	-$105K	–	1810
2021 Q1	$105K	Buy	+28,998	New	+$110K	0.01%	1699
2020 Q4	–	Sell	-23,638	Closed	-$68K	–	1835
2020 Q3	$68K	Sell	23,638 -92,953	-80%	-$316K	﹤0.01%	1589
2020 Q2	$398K	Sell	116,591 -115,808	-50%	-$376K	0.02%	1070
2020 Q1	$759K	Buy	232,399 +169,867	+272%	+$871K	0.05%	550
2019 Q4	$416K	Sell	62,532 -18,279	-23%	-$115K	0.02%	1091
2019 Q3	$495K	Buy	+80,811	New	+$524K	0.03%	786

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