Itau Unibanco Holding S.A.’s ICICI Bank IBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-20,346	Closed	-$684K	–	416
2025 Q2	$684K	Buy	+20,346	New	+$673K	0.03%	136
2024 Q2	–	Sell	-23,050	Closed	-$609K	–	352
2024 Q1	$609K	Sell	23,050 -15,450	-40%	-$386K	0.03%	85
2023 Q4	$918K	Buy	38,500 +5,700	+17%	+$131K	0.03%	115
2023 Q3	$758K	Buy	32,800 +3,200	+11%	+$75.3K	0.03%	111
2023 Q2	$683K	Buy	29,600 +6,740	+29%	+$152K	0.03%	127
2023 Q1	$493K	Sell	22,860 -21,200	-48%	-$442K	0.02%	128
2022 Q4	$964K	Buy	44,060 +20,460	+87%	+$456K	0.04%	120
2022 Q3	$495K	Buy	23,600 +1,400	+6%	+$29.6K	0.02%	153
2022 Q2	$394K	Buy	+22,200	New	+$415K	0.01%	174
2021 Q2	–	Sell	-246,362	Closed	-$3.95M	–	370
2021 Q1	$3.95M	Buy	246,362 +129,362	+111%	+$2.11M	0.29%	50
2020 Q4	$1.74M	Buy	+117,000	New	+$1.47M	0.08%	99

Other funds holding IBN

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return