Marietta Investment Partners’s Itaú Unibanco ITUB Stock Holding History

Marietta Investment Partners’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	–	Sell	-37,956	Closed	-$223K	–	162
2024 Q3	$223K	Hold	37,956	–	–	0.05%	153
2024 Q2	$196K	Hold	37,956	–	–	0.04%	158
2024 Q1	$232K	Sell	37,956 -20,826	-35%	-$125K	0.05%	155
2023 Q4	$361K	Buy	58,782 +8,497	+17%	+$45K	0.09%	126
2023 Q3	$238K	Buy	50,285 +3,719	+8%	+$18.5K	0.07%	149
2023 Q2	$242K	Buy	+46,566	New	+$220K	0.06%	148
2018 Q2	–	Sell	-196,184	Closed	-$1.49M	–	146
2018 Q1	$1.49M	Sell	196,184 -12,575	-6%	-$94.1K	0.45%	54
2017 Q4	$1.32M	Hold	208,759	–	–	0.37%	61
2017 Q3	$1.39M	Sell	208,759 -540,540	-72%	-$3.3M	0.42%	54
2017 Q2	$4.02M	Sell	749,299 -36,031	-5%	-$202K	1.29%	27
2017 Q1	$4.6M	Buy	785,330 +291,338	+59%	+$1.73M	1.53%	23
2016 Q4	$2.46M	Buy	+493,992	New	+$2.53M	0.87%	39
2014 Q4	–	Sell	-58,130	Closed	-$323K	–	124
2014 Q3	$323K	Buy	+58,130	New	+$371K	0.14%	84
2014 Q1	–	Sell	-42,530	Closed	-$210K	–	132
2013 Q4	$210K	Buy	+42,530	New	+$221K	0.08%	129

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 $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 1-Year Est. Return

Marietta Investment Partners's ITUB Position: Q4 2024 in Review

Marietta Investment Partners sold out of Itaú Unibanco (ITUB) in Q4 2024, closing a stake of 37,956 shares — an estimated $223K sold.

Marietta Investment Partners first reported a position in ITUB in Q4 2013 and held it in 14 quarters. The position peaked at $4.6M in Q1 2017. 332 funds tracked by Wall St. Rank hold ITUB as of Q4 2024.

Marietta Investment Partners reported no remaining Itaú Unibanco position as of Q4 2024 after selling out during the quarter.
Marietta Investment Partners sold 37,956 Itaú Unibanco shares in Q4 2024, an estimated $223K.
Marietta Investment Partners first reported a position in Itaú Unibanco in Q4 2013 and held it in 14 quarters.
Marietta Investment Partners's Itaú Unibanco position peaked at $4.6M in Q1 2017.
332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2024.

Based on Marietta Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.