Itau Unibanco Holding S.A.’s Hess Midstream HESM Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio HESM Stock Details HESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,604	Closed	-$994K	–	421
2024 Q4	$994K	Buy	7,604 +4,184	+122%	+$151K	0.03%	121
2024 Q3	$464K	Buy	+3,420	New	+$125K	0.02%	128

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Itau Unibanco Holding S.A.'s HESM Position: Q1 2025 in Review

Itau Unibanco Holding S.A. sold out of Hess Midstream (HESM) in Q1 2025, closing a stake of 7,604 shares — an estimated $994K sold.

Itau Unibanco Holding S.A. first reported a position in HESM in Q3 2024 and held it in 2 quarters. The position peaked at $994K in Q4 2024. 274 funds tracked by Wall St. Rank hold HESM as of Q1 2025.

Itau Unibanco Holding S.A. reported no remaining Hess Midstream position as of Q1 2025 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 7,604 Hess Midstream shares in Q1 2025, an estimated $994K.
Itau Unibanco Holding S.A. first reported a position in Hess Midstream in Q3 2024 and held it in 2 quarters.
Itau Unibanco Holding S.A.'s Hess Midstream position peaked at $994K in Q4 2024.
274 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2025, filed 14 May 2025.