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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
-339,900
Closed -$1.41M – 297
2022
Q4 		$1.41M Sell
339,900
-158,620
-32% -$721K 0.17% 73
2022
Q3 		$2.27M Hold
498,520
– – 0.22% 65
2022
Q2 		$1.88M Sell
498,520
-181,280
-27% -$805K 0.21% 95
2022
Q1 		$3.43M Sell
679,800
-404,481
-37% -$1.7M 0.3% 66
2021
Q4 		$3.59M Sell
1,084,281
-229,990
-17% -$828K 0.3% 66
2021
Q3 		$5.04M Buy
1,314,271
+125,614
+11% +$514K 0.36% 49
2021
Q2 		$5.2M Buy
1,188,657
+342,345
+40% +$1.38M 0.52% 47
2021
Q1 		$3.05M Sell
846,312
-327,777
-28% -$1.24M 0.28% 61
2020
Q4 		$5.2M Buy
1,174,089
+650,332
+124% +$2.43M 0.27% 54
2020
Q3 		$1.52M Buy
523,757
+119,567
+30% +$406K 0.12% 121
2020
Q2 		$1.38M Sell
404,190
-275,003
-40% -$892K 0.19% 91
2020
Q1 		$2.22M Buy
679,193
+189,245
+39% +$970K 0.42% 49
2019
Q4 		$3.26M Sell
489,948
-53,187
-10% -$333K 0.22% 54
2019
Q3 		$3.32M Buy
543,135
+130,699
+32% +$848K 0.59% 41
2019
Q2 		$2.83M Buy
412,436
+137
+0% +$862 0.25% 61
2019
Q1 		$2.64M Sell
412,299
-101,288
-20% -$717K 0.31% 69
2018
Q4 		$3.42M Sell
513,587
-414,085
-45% -$2.66M 0.2% 55
2018
Q3 		$4.94M Buy
927,672
+645,866
+229% +$3.47M 0.39% 39
2018
Q2 		$1.42M Buy
+281,806
New +$1.75M 0.15% 81
2016
Q1 		– Sell
-226,764
Closed -$651K – 196
2015
Q4 		$651K Hold
226,764
– – 0.05% 153
2015
Q3 		$662K Sell
226,764
-22,677
-9% -$80.5K 0.04% 203
2015
Q2 		$1.09M Hold
249,441
– – 0.04% 218
2015
Q1 		$1.11M Buy
+249,441
New +$1.22M 0.06% 246

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.