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Schechter Investment Advisors’s Itaú Unibanco ITUB Stock Holding History

Schechter Investment Advisors’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 		$82.9K Sell
15,530
-3,810
-20% -$19.2K 0.01% 582
2024
Q4 		$84.7K Sell
19,340
-944
-5% -$4.86K 0.01% 600
2024
Q3 		$119K Buy
20,284
+2,440
+14% +$13.7K 0.01% 609
2024
Q2 		$92K Sell
17,844
-3,336
-16% -$18.3K 0.01% 584
2024
Q1 		$129K Buy
21,180
+1,178
+6% +$7.09K 0.01% 591
2023
Q4 		$123K Buy
20,002
+2,438
+14% +$12.9K 0.01% 575
2023
Q3 		$83.3K Sell
17,564
-8,737
-33% -$43.6K 0.01% 568
2023
Q2 		$137K Buy
26,301
+10,947
+71% +$51.7K 0.01% 602
2023
Q1 		$66K Sell
15,354
-1,396
-8% -$5.92K 0.01% 651
2022
Q4 		$69.5K Sell
16,750
-423
-2% -$1.92K 0.01% 803
2022
Q3 		$78K Buy
17,173
+806
+5% +$3.44K 0.01% 906
2022
Q2 		$62K Buy
16,367
+1,285
+9% +$5.71K 0.01% 923
2022
Q1 		$76K Buy
+15,082
New +$63.5K 0.01% 905

Other funds holding ITUB

GQG Partners
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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OAG
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

Schechter Investment Advisors's ITUB Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Itaú Unibanco (ITUB) stake by 20% in Q1 2025, selling an estimated $19.2K and leaving 15,530 shares worth $82.9K. The position accounts for 0.01% of the portfolio, ranked #582.

Schechter Investment Advisors first reported a position in ITUB in Q1 2022 and has held it in 13 quarters since. The position peaked at $137K in Q2 2023. 315 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

  • Schechter Investment Advisors held 15,530 shares of Itaú Unibanco worth $82.9K as of Q1 2025.
  • Schechter Investment Advisors sold 3,810 Itaú Unibanco shares in Q1 2025, an estimated $19.2K.
  • Itaú Unibanco made up 0.01% of Schechter Investment Advisors's portfolio in Q1 2025, its #582 holding.
  • Schechter Investment Advisors first reported a position in Itaú Unibanco in Q1 2022 and has held it in 13 quarters since.
  • Schechter Investment Advisors's Itaú Unibanco position peaked at $137K in Q2 2023.
  • 315 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.