Lake Street Advisors Group’s Itaú Unibanco ITUB Stock Holding History

Lake Street Advisors Group’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 Q2	–	Sell	-19,183	Closed	-$117K	–	647
2024 Q1	$117K	Sell	19,183 -166	-0.9%	-$999	0.01%	573
2023 Q4	$124K	Buy	19,349 +3,306	+21%	+$17.5K	0.01%	558
2023 Q3	$76K	Buy	+16,043	New	+$80K	﹤0.01%	267
2022 Q4	–	Sell	-23,161	Closed	-$106K	–	350
2022 Q3	$106K	Hold	23,161	–	–	0.01%	239
2022 Q2	$87K	Buy	23,161 +2,021	+10%	+$8.97K	0.01%	215
2022 Q1	$107K	Sell	21,140 -4,281	-17%	-$18K	0.01%	213
2021 Q4	$84K	Sell	25,421 -16,578	-39%	-$59.7K	0.01%	206
2021 Q3	$161K	Buy	+41,999	New	+$172K	0.02%	157
2018 Q2	–	Sell	-23,981	Closed	-$181K	–	346
2018 Q1	$181K	Hold	23,981	–	–	0.02%	300
2017 Q4	$151K	Buy	+23,981	New	+$153K	0.02%	312

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Lake Street Advisors Group's ITUB Position: Q2 2024 in Review

Lake Street Advisors Group sold out of Itaú Unibanco (ITUB) in Q2 2024, closing a stake of 19,183 shares — an estimated $117K sold.

Lake Street Advisors Group first reported a position in ITUB in Q4 2017 and held it in 10 quarters. The position peaked at $181K in Q1 2018. 332 funds tracked by Wall St. Rank hold ITUB as of Q2 2024.

Lake Street Advisors Group reported no remaining Itaú Unibanco position as of Q2 2024 after selling out during the quarter.
Lake Street Advisors Group sold 19,183 Itaú Unibanco shares in Q2 2024, an estimated $117K.
Lake Street Advisors Group first reported a position in Itaú Unibanco in Q4 2017 and held it in 10 quarters.
Lake Street Advisors Group's Itaú Unibanco position peaked at $181K in Q1 2018.
332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2024.

Based on Lake Street Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.