Madison Investment Advisors’s Itaú Unibanco ITUB Stock Holding History

Madison Investment Advisors’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	$1.85M	Buy	+423,595	New	+$2.18M	0.02%	252

Other funds holding ITUB

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Madison Investment Advisors's ITUB Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Itaú Unibanco (ITUB) in Q4 2024: 423,595 shares worth $1.85M. The stake represents 0.02% of the portfolio and ranks #252 among its holdings.

332 funds tracked by Wall St. Rank hold ITUB as of Q4 2024.

Madison Investment Advisors held 423,595 shares of Itaú Unibanco worth $1.85M as of Q4 2024.
Itaú Unibanco was a new Madison Investment Advisors position in Q4 2024.
Itaú Unibanco made up 0.02% of Madison Investment Advisors's portfolio in Q4 2024, its #252 holding.
332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.