Renaissance Group’s Itaú Unibanco ITUB Stock Holding History

Renaissance Group’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	-1,250,972	Closed	-$5.48M	–	254
2024 Q4	$5.48M	Sell	1,250,972 -49,570	-4%	-$255K	0.23%	85
2024 Q3	$7.63M	Sell	1,300,542 -24,500	-2%	-$138K	0.31%	66
2024 Q2	$6.83M	Sell	1,325,042 -41,084	-3%	-$225K	0.27%	79
2024 Q1	$8.36M	Buy	1,366,126 +4,841	+0.4%	+$29.1K	0.32%	69
2023 Q4	$8.34M	Sell	1,361,285 -29,996	-2%	-$159K	0.35%	63
2023 Q3	$6.59M	Sell	1,391,281 -63,799	-4%	-$318K	0.3%	80
2023 Q2	$7.58M	Buy	1,455,080 +115,689	+9%	+$547K	0.33%	73
2023 Q1	$5.76M	Buy	1,339,391 +14,029	+1%	+$59.5K	0.26%	100
2022 Q4	$5.51M	Sell	1,325,362 -180,034	-12%	-$818K	0.27%	100
2022 Q3	$6.87M	Buy	1,505,396 +4,887	+0.3%	+$20.8K	0.37%	60
2022 Q2	$5.67M	Sell	1,500,509 -346,607	-19%	-$1.54M	0.29%	103
2022 Q1	$9.31M	Buy	+1,847,116	New	+$7.78M	0.42%	63

Other funds holding ITUB

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Robeco Institutional Asset Management

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

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

Franklin Resources

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