Itau Unibanco Holding S.A.’s Philip Morris PM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,039	Closed	-$248K	–	421
2024 Q3	$248K	Buy	+2,039	New	+$237K	0.01%	140
2019 Q4	–	Sell	-5,303	Closed	-$415K	–	958
2019 Q3	$415K	Hold	5,303	–	–	0.02%	122
2019 Q2	$415K	Buy	5,303 +3,392	+177%	+$280K	0.02%	351
2019 Q1	$129K	Hold	1,911	–	–	0.01%	300
2018 Q4	$129K	Sell	1,911 -3,139	-62%	-$262K	0.01%	300
2018 Q3	$412K	Buy	5,050 +3,102	+159%	+$255K	0.02%	137
2018 Q2	$157K	Sell	1,948 -117	-6%	-$9.93K	0.02%	397
2018 Q1	$205K	Buy	+2,065	New	+$215K	﹤0.01%	377
2016 Q4	–	Sell	-660	Closed	-$64K	–	512
2016 Q3	$64K	Buy	+660	New	+$66.1K	0.01%	190

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Itau Unibanco Holding S.A.'s PM Position: Q4 2024 in Review

Itau Unibanco Holding S.A. sold out of Philip Morris (PM) in Q4 2024, closing a stake of 2,039 shares — an estimated $248K sold.

Itau Unibanco Holding S.A. first reported a position in PM in Q3 2016 and held it in 9 quarters. The position peaked at $415K in Q3 2019. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

Itau Unibanco Holding S.A. reported no remaining Philip Morris position as of Q4 2024 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 2,039 Philip Morris shares in Q4 2024, an estimated $248K.
Itau Unibanco Holding S.A. first reported a position in Philip Morris in Q3 2016 and held it in 9 quarters.
Itau Unibanco Holding S.A.'s Philip Morris position peaked at $415K in Q3 2019.
2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2024, filed 14 Feb 2025.