Lord, Abbett & Co’s Itaú Unibanco ITUB Stock Holding History

Lord, Abbett & 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
2024 Q2	–	Sell	-182,198	Closed	-$1.11M	–	555
2024 Q1	$1.11M	Buy	+182,198	New	+$1.1M	﹤0.01%	521
2019 Q4	–	Sell	-984,951	Closed	-$6.03M	–	706
2019 Q3	$6.03M	Hold	984,951	–	–	0.02%	613
2019 Q2	$6.75M	Sell	984,951 -192,185	-16%	-$1.21M	0.02%	626
2019 Q1	$7.55M	Sell	1,177,136 -144,777	-11%	-$1.02M	0.03%	603
2018 Q4	$8.79M	Buy	+1,321,913	New	+$8.49M	0.03%	562
2018 Q2	–	Sell	-1,965,851	Closed	-$14.9M	–	869
2018 Q1	$14.9M	Buy	+1,965,851	New	+$14.7M	0.04%	537

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

Lord, Abbett & Co's ITUB Position: Q2 2024 in Review

Lord, Abbett & Co sold out of Itaú Unibanco (ITUB) in Q2 2024, closing a stake of 182,198 shares — an estimated $1.11M sold.

Lord, Abbett & Co first reported a position in ITUB in Q1 2018 and held it in 6 quarters. The position peaked at $14.9M in Q1 2018. 332 funds tracked by Wall St. Rank hold ITUB as of Q2 2024.

Lord, Abbett & Co reported no remaining Itaú Unibanco position as of Q2 2024 after selling out during the quarter.
Lord, Abbett & Co sold 182,198 Itaú Unibanco shares in Q2 2024, an estimated $1.11M.
Lord, Abbett & Co first reported a position in Itaú Unibanco in Q1 2018 and held it in 6 quarters.
Lord, Abbett & Co's Itaú Unibanco position peaked at $14.9M in Q1 2018.
332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2024.

Based on Lord, Abbett & Co's 13F filing for Q2 2024, filed 14 Aug 2024.