Matthew Hamilton Rosenberg’s Itaú Unibanco ITUB Stock Holding History

Matthew Hamilton Rosenberg’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	-92	Closed	-$539	–	833
2024 Q3	$539	Hold	92	–	–	﹤0.01%	799
2024 Q2	$464	Hold	92	–	–	﹤0.01%	765
2024 Q1	$537	Sell	92 -18	-16%	-$108	﹤0.01%	803
2023 Q4	$674	Hold	110	–	–	﹤0.01%	805
2023 Q3	$521	Hold	110	–	–	﹤0.01%	819
2023 Q2	$572	Buy	110 +18	+20%	+$85	﹤0.01%	828
2023 Q1	$394	Hold	92	–	–	﹤0.01%	889
2022 Q4	$382	Buy	+92	New	+$418	﹤0.01%	887
2020 Q3	–	Sell	-6,872	Closed	-$23K	–	534
2020 Q2	$23K	Buy	+6,872	New	+$22.3K	0.02%	402

Other funds holding ITUB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Matthew Hamilton Rosenberg's ITUB Position: Q4 2024 in Review

Matthew Hamilton Rosenberg sold out of Itaú Unibanco (ITUB) in Q4 2024, closing a stake of 92 shares — an estimated $539 sold.

Matthew Hamilton Rosenberg first reported a position in ITUB in Q2 2020 and held it in 9 quarters. The position peaked at $23K in Q2 2020. 331 funds tracked by Wall St. Rank hold ITUB as of Q4 2024.

Matthew Hamilton Rosenberg reported no remaining Itaú Unibanco position as of Q4 2024 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 92 Itaú Unibanco shares in Q4 2024, an estimated $539.
Matthew Hamilton Rosenberg first reported a position in Itaú Unibanco in Q2 2020 and held it in 9 quarters.
Matthew Hamilton Rosenberg's Itaú Unibanco position peaked at $23K in Q2 2020.
331 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2024, filed 14 Jan 2025.