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Montag & Associates’s Itaú Unibanco ITUB Stock Holding History

Montag & Associates’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
Q1 		– Sell
-312
Closed -$1.91K – 996
2023
Q4 		$1.91K Buy
+312
New +$1.65K ﹤0.01% 865

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Montag & Associates's ITUB Position: Q1 2024 in Review

Montag & Associates sold out of Itaú Unibanco (ITUB) in Q1 2024, closing a stake of 312 shares — an estimated $1.91K sold.

Montag & Associates first reported a position in ITUB in Q4 2023 and held it in 1 quarter. The position peaked at $1.91K in Q4 2023. 323 funds tracked by Wall St. Rank hold ITUB as of Q1 2024.

  • Montag & Associates reported no remaining Itaú Unibanco position as of Q1 2024 after selling out during the quarter.
  • Montag & Associates sold 312 Itaú Unibanco shares in Q1 2024, an estimated $1.91K.
  • Montag & Associates first reported a position in Itaú Unibanco in Q4 2023 and held it in 1 quarter.
  • Montag & Associates's Itaú Unibanco position peaked at $1.91K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2024.

Based on Montag & Associates's 13F filing for Q1 2024, filed 7 May 2024.