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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
2023
Q1 		– Sell
-203,940
Closed -$848K – 296
2022
Q4 		$848K Buy
203,940
+68,773
+51% +$312K 0.1% 110
2022
Q3 		$617K Buy
135,167
+21,867
+19% +$93.3K 0.06% 141
2022
Q2 		$428K Sell
113,300
-101,404
-47% -$450K 0.05% 166
2022
Q1 		$1.08M Sell
214,704
-696,001
-76% -$2.93M 0.09% 132
2021
Q4 		$3.01M Buy
910,705
+25,500
+3% +$91.8K 0.25% 68
2021
Q3 		$3.39M Sell
885,205
-127,538
-13% -$522K 0.24% 65
2021
Q2 		$4.43M Sell
1,012,743
-296,580
-23% -$1.2M 0.44% 52
2021
Q1 		$4.72M Buy
1,309,323
+337,947
+35% +$1.28M 0.43% 46
2020
Q4 		$4.3M Buy
971,376
+170,967
+21% +$640K 0.22% 60
2020
Q3 		$2.32M Buy
800,409
+53,049
+7% +$180K 0.18% 90
2020
Q2 		$2.55M Sell
747,360
-309,499
-29% -$1M 0.34% 66
2020
Q1 		$3.45M Buy
1,056,859
+540,524
+105% +$2.77M 0.65% 38
2019
Q4 		$3.44M Buy
516,335
+267,444
+107% +$1.68M 0.23% 51
2019
Q3 		$1.52M Buy
+248,891
New +$1.62M 0.27% 77
2019
Q2 		– Sell
-137,433
Closed -$881K – 251
2019
Q1 		$881K Sell
137,433
-42,742
-24% -$302K 0.1% 143
2018
Q4 		$1.2M Sell
180,175
-32,777
-15% -$211K 0.07% 125
2018
Q3 		$1.13M Buy
212,952
+90,499
+74% +$486K 0.09% 110
2018
Q2 		$617K Buy
+122,453
New +$761K 0.07% 122
2015
Q1 		– Sell
-37,416
Closed -$190K – 540
2014
Q4 		$190K Buy
+37,416
New +$210K ﹤0.01% 497

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 $2.85B AUM 55.09% 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 $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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.