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Meitav Investment House’s Itaú Unibanco ITUB Stock Holding History

Meitav Investment House’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
Q2 		– Sell
-3,297,030
Closed -$14M – 541
2023
Q1 		$14M Hold
3,297,030
– – 0.24% 88
2022
Q4 		$14M Buy
+3,297,030
New +$15M 0.24% 94
2020
Q3 		– Sell
-3,615,649
Closed -$12.6M – 410
2020
Q2 		$12.6M Buy
+3,615,649
New +$11.7M 0.75% 55

Other funds holding ITUB

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $70.2B AUM 29.99% 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

Meitav Investment House's ITUB Position: Q2 2023 in Review

Meitav Investment House sold out of Itaú Unibanco (ITUB) in Q2 2023, closing a stake of 3,297,030 shares — an estimated $14M sold.

Meitav Investment House first reported a position in ITUB in Q2 2020 and held it in 3 quarters. The position peaked at $14M in Q4 2022. 287 funds tracked by Wall St. Rank hold ITUB as of Q2 2023.

  • Meitav Investment House reported no remaining Itaú Unibanco position as of Q2 2023 after selling out during the quarter.
  • Meitav Investment House sold 3,297,030 Itaú Unibanco shares in Q2 2023, an estimated $14M.
  • Meitav Investment House first reported a position in Itaú Unibanco in Q2 2020 and held it in 3 quarters.
  • Meitav Investment House's Itaú Unibanco position peaked at $14M in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2023.

Based on Meitav Investment House's 13F filing for Q2 2023, filed 24 Jul 2023.