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Investidor Profissional Gestao de Recursos’s Itaú Unibanco ITUB Stock Holding History

Investidor Profissional Gestao de Recursos’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
2024
Q4 		– Sell
-214,905
Closed -$1.26M – 27
2024
Q3 		$1.26M Sell
214,905
-222,441
-51% -$1.25M 0.59% 17
2024
Q2 		$2.25M Buy
437,346
+62,411
+17% +$341K 0.99% 16
2024
Q1 		$2.29M Sell
374,935
-40,407
-10% -$243K 0.78% 19
2023
Q4 		$2.54M Sell
415,342
-99,965
-19% -$530K 0.45% 14
2023
Q3 		$2.44M Buy
515,307
+46,674
+10% +$233K 0.78% 15
2023
Q2 		$2.44M Buy
468,633
+60,534
+15% +$286K 1.03% 17
2023
Q1 		$1.75M Sell
408,099
-54,934
-12% -$233K 0.64% 13
2022
Q4 		$1.92M Buy
463,033
+88,326
+24% +$401K 0.73% 18
2022
Q3 		$1.71M Buy
374,707
+128,425
+52% +$548K 0.36% 18
2022
Q2 		$929K Buy
+246,282
New +$1.09M 0.24% 22
2021
Q4 		– Sell
-79,333
Closed -$304K – 21
2021
Q3 		$304K Sell
79,333
-14,611
-16% -$59.8K 0.04% 22
2021
Q2 		$411K Sell
93,944
-8,941
-9% -$36K 0.08% 21
2021
Q1 		$371K Sell
102,885
-3,090
-3% -$11.7K 0.12% 18
2020
Q4 		$470K Buy
+105,975
New +$396K 0.15% 20
2020
Q3 		– Sell
-57,281
Closed -$195K – 24
2020
Q2 		$195K Sell
57,281
-20,588
-26% -$66.8K 0.1% 21
2020
Q1 		$254K Buy
+77,869
New +$399K 0.14% 20
2019
Q3 		– Sell
-31,472
Closed -$216K – 22
2019
Q2 		$216K Buy
31,472
+9,848
+46% +$62K 0.12% 15
2019
Q1 		$139K Buy
+21,624
New +$153K 0.08% 16
2018
Q1 		– Sell
-138,244
Closed -$872K – 21
2017
Q4 		$872K Buy
+138,244
New +$883K 0.56% 17

Other funds holding ITUB

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 $2.85B AUM 55.09% 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 $336B AUM 34.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investidor Profissional Gestao de Recursos's ITUB Position: Q4 2024 in Review

Investidor Profissional Gestao de Recursos sold out of Itaú Unibanco (ITUB) in Q4 2024, closing a stake of 214,905 shares — an estimated $1.26M sold.

Investidor Profissional Gestao de Recursos first reported a position in ITUB in Q4 2017 and held it in 19 quarters. The position peaked at $2.54M in Q4 2023. 332 funds tracked by Wall St. Rank hold ITUB as of Q4 2024.

  • Investidor Profissional Gestao de Recursos reported no remaining Itaú Unibanco position as of Q4 2024 after selling out during the quarter.
  • Investidor Profissional Gestao de Recursos sold 214,905 Itaú Unibanco shares in Q4 2024, an estimated $1.26M.
  • Investidor Profissional Gestao de Recursos first reported a position in Itaú Unibanco in Q4 2017 and held it in 19 quarters.
  • Investidor Profissional Gestao de Recursos's Itaú Unibanco position peaked at $2.54M in Q4 2023.
  • 332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2024.

Based on Investidor Profissional Gestao de Recursos's 13F filing for Q4 2024, filed 13 Feb 2025.