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George Soros’s Itaú Unibanco ITUB Stock Holding History

George Soros’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
2023
Q3 		– Sell
-136,354
Closed -$710K – 228
2023
Q2 		$710K Hold
136,354
– – 0.01% 167
2023
Q1 		$586K Buy
+136,354
New +$578K 0.01% 177

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

George Soros's ITUB Position: Q3 2023 in Review

George Soros sold out of Itaú Unibanco (ITUB) in Q3 2023, closing a stake of 136,354 shares — an estimated $710K sold.

George Soros first reported a position in ITUB in Q1 2023 and held it in 2 quarters. The position peaked at $710K in Q2 2023. 284 funds tracked by Wall St. Rank hold ITUB as of Q3 2023.

  • George Soros reported no remaining Itaú Unibanco position as of Q3 2023 after selling out during the quarter.
  • George Soros sold 136,354 Itaú Unibanco shares in Q3 2023, an estimated $710K.
  • George Soros first reported a position in Itaú Unibanco in Q1 2023 and held it in 2 quarters.
  • George Soros's Itaú Unibanco position peaked at $710K in Q2 2023.
  • 284 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2023.

Based on Soros Fund Management's 13F filing for Q3 2023, filed 14 Nov 2023.