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ITUB icon

Longfellow Investment Management’s Itaú Unibanco ITUB Stock Holding History

Longfellow Investment Management’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
2026
Q1 		$1.96M Hold
233,497
– – 0.41% 47
2025
Q4 		$1.67M Sell
233,497
-147,521
-39% -$1.05M 0.38% 38
2025
Q3 		$2.72M Buy
381,018
+50,158
+15% +$331K 0.64% 28
2025
Q2 		$2.18M Sell
330,860
-90,896
-22% -$554K 0.54% 27
2025
Q1 		$2.25M Buy
421,756
+52,661
+14% +$265K 0.55% 25
2024
Q4 		$1.62M Hold
369,095
– – 0.42% 29
2024
Q3 		$2.17M Hold
369,095
– – 0.54% 25
2024
Q2 		$1.9M Hold
369,095
– – 0.48% 27
2024
Q1 		$2.26M Hold
369,095
– – 0.51% 23
2023
Q4 		$2.26M Buy
369,095
+98,110
+36% +$520K 0.56% 22
2023
Q3 		$1.28M Hold
270,985
– – 0.34% 42
2023
Q2 		$1.41M Buy
270,985
+76,581
+39% +$362K 0.32% 42
2023
Q1 		$836K Hold
194,404
– – 0.19% 80
2022
Q4 		$808K Hold
194,404
– – 0.18% 89
2022
Q3 		$887K Sell
194,404
-118,952
-38% -$507K 0.18% 109
2022
Q2 		$1.18M Hold
313,356
– – 0.26% 93
2022
Q1 		$1.58M Hold
313,356
– – 0.26% 101
2021
Q4 		$1.04M Sell
313,356
-66,745
-18% -$240K 0.17% 127
2021
Q3 		$1.46M Hold
380,101
– – 0.24% 96
2021
Q2 		$1.66M Hold
380,101
– – 0.24% 93
2021
Q1 		$1.37M Hold
380,101
– – 0.16% 142
2020
Q4 		$1.69M Buy
+380,101
New +$1.42M 0.2% 125

Other funds holding ITUB

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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
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return