JGP Global Gestao de Recursos’s Itaú Unibanco ITUB Stock Holding History

JGP Global 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	-224,217	Closed	-$1.32M	–	45
2024 Q3	$1.32M	Buy	+224,217	New	+$1.26M	2.57%	8
2024 Q2	–	Sell	-19,808	Closed	-$121K	–	48
2024 Q1	$121K	Buy	+19,808	New	+$119K	0.08%	49
2023 Q4	–	Sell	-30,332	Closed	-$144K	–	57
2023 Q3	$144K	Sell	30,332 -26,381	-47%	-$132K	0.09%	49
2023 Q2	$295K	Buy	56,713 +42,550	+300%	+$201K	0.21%	49
2023 Q1	$3.81M	Sell	14,163 -10,066	-42%	-$42.7K	3.95%	7
2022 Q4	$101K	Buy	24,229 +10,066	+71%	+$45.7K	0.07%	56
2022 Q3	$65K	Buy	+14,163	New	+$60.4K	0.05%	49
2021 Q3	–	Sell	-48,102	Closed	-$210K	–	83
2021 Q2	$210K	Sell	48,102 -230,887	-83%	-$931K	0.07%	65
2021 Q1	$1.01M	Buy	+278,989	New	+$1.05M	0.62%	18
2018 Q1	–	Sell	-206,149	Closed	-$1.3M	–	20
2017 Q4	$1.3M	Buy	+206,149	New	+$1.32M	0.63%	11

Other funds holding ITUB

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JGP Global Gestao de Recursos's ITUB Position: Q4 2024 in Review

JGP Global Gestao de Recursos sold out of Itaú Unibanco (ITUB) in Q4 2024, closing a stake of 224,217 shares — an estimated $1.32M sold.

JGP Global Gestao de Recursos first reported a position in ITUB in Q4 2017 and held it in 10 quarters. The position peaked at $3.81M in Q1 2023. 331 funds tracked by Wall St. Rank hold ITUB as of Q4 2024.

JGP Global Gestao de Recursos reported no remaining Itaú Unibanco position as of Q4 2024 after selling out during the quarter.
JGP Global Gestao de Recursos sold 224,217 Itaú Unibanco shares in Q4 2024, an estimated $1.32M.
JGP Global Gestao de Recursos first reported a position in Itaú Unibanco in Q4 2017 and held it in 10 quarters.
JGP Global Gestao de Recursos's Itaú Unibanco position peaked at $3.81M in Q1 2023.
331 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2024.

Based on JGP Global Gestao de Recursos's 13F filing for Q4 2024, filed 24 Jan 2025.