LJAC
ITUB icon

L.J. Altfest & Co’s Itaú Unibanco ITUB Stock Holding History

L.J. Altfest & Co’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
2025
Q3 		– Sell
-13,536
Closed -$89.2K – 356
2025
Q2 		$89.2K Sell
13,536
-5,554
-29% -$33.9K 0.01% 329
2025
Q1 		$102K Buy
19,090
+6,582
+53% +$33.1K 0.01% 315
2024
Q4 		$54.8K Sell
12,508
-847
-6% -$4.36K 0.01% 322
2024
Q3 		$78K Sell
13,355
-4,228
-24% -$23.8K 0.01% 329
2024
Q2 		$91K Sell
17,583
-65,200
-79% -$357K 0.01% 310
2024
Q1 		$506K Buy
82,783
+3,842
+5% +$23.1K 0.07% 194
2023
Q4 		$484K Buy
78,941
+66,324
+526% +$352K 0.07% 190
2023
Q3 		$60K Sell
12,617
-2,734
-18% -$13.6K 0.01% 285
2023
Q2 		$80K Sell
15,351
-46,539
-75% -$220K 0.01% 286
2023
Q1 		$266K Buy
61,890
+46,664
+306% +$198K 0.04% 238
2022
Q4 		$63K Sell
15,226
-510
-3% -$2.32K 0.01% 255
2022
Q3 		$72K Hold
15,736
– – 0.01% 257
2022
Q2 		$59K Sell
15,736
-107
-0.7% -$475 0.01% 255
2022
Q1 		$80K Sell
15,843
-755
-5% -$3.18K 0.01% 252
2021
Q4 		$55K Buy
+16,598
New +$59.8K 0.01% 245

Other funds holding ITUB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return