QIM
ITUB icon

Quantitative Investment Management’s Itaú Unibanco ITUB Stock Holding History

Quantitative Investment 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
2024
Q4 		– Sell
-162,499
Closed -$953K – 402
2024
Q3 		$953K Buy
+162,499
New +$915K 0.09% 177
2024
Q2 		– Sell
-362,106
Closed -$2.21M – 369
2024
Q1 		$2.21M Sell
362,106
-186,768
-34% -$1.12M 0.13% 114
2023
Q4 		$3.37M Buy
+548,874
New +$2.91M 0.19% 136
2023
Q3 		– Sell
-230,620
Closed -$1.2M – 256
2023
Q2 		$1.2M Buy
+230,620
New +$1.09M 0.11% 165
2021
Q4 		– Sell
-173,389
Closed -$664K – 355
2021
Q3 		$664K Sell
173,389
-592,419
-77% -$2.43M 0.06% 245
2021
Q2 		$3.35M Buy
765,808
+563,027
+278% +$2.27M 0.3% 78
2021
Q1 		$731K Sell
202,781
-167,727
-45% -$633K 0.06% 278
2020
Q4 		$1.64M Buy
+370,508
New +$1.39M 0.13% 174
2020
Q3 		– Sell
-367,593
Closed -$1.25M – 508
2020
Q2 		$1.25M Buy
367,593
+114,807
+45% +$372K 0.13% 174
2020
Q1 		$825K Sell
252,786
-718,374
-74% -$3.68M 0.09% 232
2019
Q4 		$6.46M Buy
+971,160
New +$6.08M 0.2% 131
2019
Q3 		– Sell
-1,027,837
Closed -$7.04M – 685
2019
Q2 		$7.04M Buy
+1,027,837
New +$6.47M 0.27% 95
2019
Q1 		– Sell
-80,673
Closed -$536K – 740
2018
Q4 		$536K Buy
+80,673
New +$518K 0.03% 371
2018
Q3 		– Sell
-1,963,573
Closed -$9.89M – 752
2018
Q2 		$9.89M Sell
1,963,573
-623,189
-24% -$3.87M 0.2% 106
2018
Q1 		$19.6M Buy
+2,586,762
New +$19.4M 0.34% 58
2017
Q4 		– Sell
-4,719,789
Closed -$31.4M – 817
2017
Q3 		$31.4M Buy
+4,719,789
New +$28.8M 0.36% 61
2017
Q2 		– Sell
-2,469,257
Closed -$14.5M – 786
2017
Q1 		$14.5M Buy
2,469,257
+415,803
+20% +$2.47M 0.22% 104
2016
Q4 		$10.2M Buy
2,053,454
+1,431,213
+230% +$7.34M 0.26% 95
2016
Q3 		$3M Buy
622,241
+415,205
+201% +$1.96M 0.1% 242
2016
Q2 		$861K Sell
207,036
-940,391
-82% -$3.62M 0.04% 460
2016
Q1 		$4.35M Buy
+1,147,427
New +$3.5M 0.21% 118
2015
Q4 		– Sell
-599,338
Closed -$1.75M – 772
2015
Q3 		$1.75M Buy
+599,338
New +$2.13M 0.13% 194
2014
Q4 		– Sell
-588,431
Closed -$3.27M – 531
2014
Q3 		$3.27M Buy
588,431
+509,857
+649% +$3.25M 0.63% 27
2014
Q2 		$452K Sell
78,574
-1,009,362
-93% -$5.94M 0.08% 241
2014
Q1 		$5.89M Buy
+1,087,936
New +$5.19M 0.28% 56
2013
Q4 		– Sell
-384,139
Closed -$1.98M – 652
2013
Q3 		$1.98M Buy
+384,139
New +$1.8M 0.18% 119

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Quantitative Investment Management's ITUB Position: Q4 2024 in Review

Quantitative Investment Management sold out of Itaú Unibanco (ITUB) in Q4 2024, closing a stake of 162,499 shares — an estimated $953K sold.

Quantitative Investment Management first reported a position in ITUB in Q3 2013 and held it in 26 quarters. The position peaked at $31.4M in Q3 2017. 331 funds tracked by Wall St. Rank hold ITUB as of Q4 2024.

  • Quantitative Investment Management reported no remaining Itaú Unibanco position as of Q4 2024 after selling out during the quarter.
  • Quantitative Investment Management sold 162,499 Itaú Unibanco shares in Q4 2024, an estimated $953K.
  • Quantitative Investment Management first reported a position in Itaú Unibanco in Q3 2013 and held it in 26 quarters.
  • Quantitative Investment Management's Itaú Unibanco position peaked at $31.4M in Q3 2017.
  • 331 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2024.

Based on Quantitative Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.