MTIM
ITUB icon

Marathon Trading Investment Management’s Itaú Unibanco ITUB Stock Holding History

Marathon Trading 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
2022
Q4 		– Sell
-165,758
Closed -$753K – 299
2022
Q3 		$756K Buy
165,758
+58,123
+54% +$248K 0.07% 127
2022
Q2 		$407K Buy
+107,635
New +$478K 0.05% 170
2022
Q1 		– Sell
-272,826
Closed -$1.15M – 345
2021
Q4 		$903K Sell
272,826
-141,259
-34% -$509K 0.08% 131
2021
Q3 		$1.59M Buy
+414,085
New +$1.7M 0.11% 112
2021
Q1 		– Sell
-283,936
Closed -$1.07M – 448
2020
Q4 		$1.26M Buy
+283,936
New +$1.06M 0.07% 140
2020
Q2 		– Sell
-99,852
Closed -$324K – 187
2020
Q1 		$326K Buy
+99,852
New +$512K 0.06% 108
2019
Q4 		– Sell
-193,073
Closed -$1.21M – 199
2019
Q3 		$1.18M Sell
193,073
-13,864
-7% -$90K 0.21% 90
2019
Q2 		$1.42M Buy
206,937
+9,758
+5% +$61.4K 0.13% 103
2019
Q1 		$1.26M Buy
197,179
+127,459
+183% +$902K 0.15% 115
2018
Q4 		$464K Sell
69,720
-19,955
-22% -$128K 0.03% 178
2018
Q3 		$478K Buy
+89,675
New +$482K 0.04% 150
2016
Q1 		– Sell
-226,764
Closed -$651K – 195
2015
Q4 		$651K Hold
226,764
– – 0.05% 152
2015
Q3 		$662K Buy
226,764
+156,921
+225% +$557K 0.04% 202
2015
Q2 		$307K Sell
69,843
-9,978
-13% -$46.9K 0.01% 375
2015
Q1 		$354K Buy
+79,821
New +$390K 0.02% 379

Other funds holding ITUB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Marathon Trading Investment Management's ITUB Position: Q4 2022 in Review

Marathon Trading Investment Management sold out of Itaú Unibanco (ITUB) in Q4 2022, closing a stake of 165,758 shares — an estimated $753K sold.

Marathon Trading Investment Management first reported a position in ITUB in Q1 2015 and held it in 15 quarters. The position peaked at $1.59M in Q3 2021. 289 funds tracked by Wall St. Rank hold ITUB as of Q4 2022.

  • Marathon Trading Investment Management reported no remaining Itaú Unibanco position as of Q4 2022 after selling out during the quarter.
  • Marathon Trading Investment Management sold 165,758 Itaú Unibanco shares in Q4 2022, an estimated $753K.
  • Marathon Trading Investment Management first reported a position in Itaú Unibanco in Q1 2015 and held it in 15 quarters.
  • Marathon Trading Investment Management's Itaú Unibanco position peaked at $1.59M in Q3 2021.
  • 289 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2022.

Based on Marathon Trading Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.