Moon Capital Management’s Itaú Unibanco ITUB Stock Holding History

Moon Capital 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
2025 Q1	–	Sell	-1,133,000	Closed	-$4.96M	–	15
2024 Q4	$4.96M	Buy	+1,133,000	New	+$5.83M	3.77%	5
2015 Q4	–	Sell	-362,823	Closed	-$1.06M	–	25
2015 Q3	$1.06M	Buy	+362,823	New	+$1.29M	0.62%	15
2015 Q2	–	Sell	-623,602	Closed	-$2.77M	–	24
2015 Q1	$2.77M	Buy	+623,602	New	+$3.04M	1.58%	12
2014 Q2	–	Sell	-524,116	Closed	-$2.84M	–	30
2014 Q1	$2.84M	Buy	+524,116	New	+$2.5M	1.66%	14

Other funds holding ITUB

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Moon Capital Management's ITUB Position: Q1 2025 in Review

Moon Capital Management sold out of Itaú Unibanco (ITUB) in Q1 2025, closing a stake of 1,133,000 shares — an estimated $4.96M sold.

Moon Capital Management first reported a position in ITUB in Q1 2014 and held it in 4 quarters. The position peaked at $4.96M in Q4 2024. 315 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

Moon Capital Management reported no remaining Itaú Unibanco position as of Q1 2025 after selling out during the quarter.
Moon Capital Management sold 1,133,000 Itaú Unibanco shares in Q1 2025, an estimated $4.96M.
Moon Capital Management first reported a position in Itaú Unibanco in Q1 2014 and held it in 4 quarters.
Moon Capital Management's Itaú Unibanco position peaked at $4.96M in Q4 2024.
315 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on Moon Capital Management's 13F filing for Q1 2025, filed 15 May 2025.