SEI Investments’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.62M | Sell |
551,787
-30,178
| -5% | -$252K | ﹤0.01% | 1582 |
|
|
2025
Q4 | $4.17M | Sell |
581,965
-351,470
| -38% | -$2.5M | ﹤0.01% | 1456 |
|
|
2025
Q3 | $6.65M | Buy |
933,435
+103,327
| +12% | +$683K | 0.01% | 1186 |
|
|
2025
Q2 | $5.47M | Sell |
830,108
-1,023,650
| -55% | -$6.24M | 0.01% | 1237 |
|
|
2025
Q1 | $9.9M | Buy |
1,853,758
+13,475
| +0.7% | +$67.8K | 0.01% | 974 |
|
|
2024
Q4 | $8.06M | Sell |
1,840,283
-2,607
| -0.1% | -$13.4K | 0.01% | 1071 |
|
|
2024
Q3 | $10.8M | Sell |
1,842,890
-1,005,240
| -35% | -$5.66M | 0.01% | 955 |
|
|
2024
Q2 | $14.7M | Sell |
2,848,130
-117,663
| -4% | -$644K | 0.02% | 750 |
|
|
2024
Q1 | $18.1M | Sell |
2,965,793
-67,488
| -2% | -$406K | 0.03% | 647 |
|
|
2023
Q4 | $18.6M | Buy |
3,033,281
+906,071
| +43% | +$4.8M | 0.03% | 594 |
|
|
2023
Q3 | $10.1M | Buy |
2,127,210
+156,843
| +8% | +$782K | 0.02% | 855 |
|
|
2023
Q2 | $10.3M | Buy |
1,970,367
+169,552
| +9% | +$801K | 0.02% | 861 |
|
|
2023
Q1 | $7.74M | Buy |
1,800,815
+52,933
| +3% | +$224K | 0.01% | 985 |
|
|
2022
Q4 | $7.27M | Buy |
1,747,882
+95,694
| +6% | +$435K | 0.02% | 879 |
|
|
2022
Q3 | $7.54M | Sell |
1,652,188
-10,329
| -0.6% | -$44K | 0.02% | 891 |
|
|
2022
Q2 | $6.28M | Buy |
1,662,517
+86,865
| +6% | +$386K | 0.01% | 985 |
|
|
2022
Q1 | $7.94M | Buy |
1,575,652
+17,548
| +1% | +$73.9K | 0.02% | 870 |
|
|
2021
Q4 | $5.17M | Sell |
1,558,104
-1,148,205
| -42% | -$4.14M | 0.01% | 1120 |
|
|
2021
Q3 | $10.4M | Sell |
2,706,309
-899,272
| -25% | -$3.68M | 0.02% | 727 |
|
|
2021
Q2 | $15.8M | Buy |
3,605,581
+106,472
| +3% | +$429K | 0.04% | 507 |
|
|
2021
Q1 | $12.7M | Sell |
3,499,109
-6,244,434
| -64% | -$23.6M | 0.03% | 558 |
|
|
2020
Q4 | $43.2M | Buy |
9,743,543
+7,105,678
| +269% | +$26.6M | 0.11% | 175 |
|
|
2020
Q3 | $7.65M | Buy |
2,637,865
+66,987
| +3% | +$227K | 0.02% | 668 |
|
|
2020
Q2 | $8.79M | Sell |
2,570,878
-113,999
| -4% | -$370K | 0.03% | 599 |
|
|
2020
Q1 | $8.78M | Sell |
2,684,877
-2,408,252
| -47% | -$12.3M | 0.03% | 510 |
|
|
2019
Q4 | $33.9M | Sell |
5,093,129
-1,163,028
| -19% | -$7.29M | 0.1% | 189 |
|
|
2019
Q3 | $38.3M | Buy |
6,256,157
+651,815
| +12% | +$4.23M | 0.1% | 183 |
|
|
2019
Q2 | $38.4M | Sell |
5,604,342
-142,826
| -2% | -$899K | 0.13% | 153 |
|
|
2019
Q1 | $36.8M | Buy |
5,747,168
+1,480,779
| +35% | +$10.5M | 0.12% | 156 |
|
|
2018
Q4 | $34M | Sell |
4,266,389
-2,116,001
| -33% | -$13.6M | 0.12% | 165 |
|
|
2018
Q3 | $34M | Buy |
6,382,390
+1,106,657
| +21% | +$5.95M | 0.12% | 157 |
|
|
2018
Q2 | $26.6M | Sell |
5,275,733
-259,140
| -5% | -$1.61M | 0.09% | 217 |
|
|
2018
Q1 | $41.9M | Buy |
5,534,873
+452,211
| +9% | +$3.38M | 0.16% | 129 |
|
|
2017
Q4 | $32.1M | Buy |
5,082,662
+2,634,838
| +108% | +$16.8M | 0.11% | 182 |
|
|
2017
Q3 | $16.3M | Buy |
2,447,824
+187,627
| +8% | +$1.15M | 0.06% | 391 |
|
|
2017
Q2 | $12.1M | Sell |
2,260,197
-238,385
| -10% | -$1.34M | 0.05% | 471 |
|
|
2017
Q1 | $14.6M | Buy |
2,498,582
+263,321
| +12% | +$1.56M | 0.06% | 374 |
|
|
2016
Q4 | $11.1M | Buy |
2,235,261
+942,559
| +73% | +$4.83M | 0.05% | 451 |
|
|
2016
Q3 | $6.24M | Buy |
1,292,702
+617,486
| +91% | +$2.92M | 0.03% | 620 |
|
|
2016
Q2 | $2.81M | Buy |
675,216
+5,586
| +0.8% | +$21.5K | 0.02% | 877 |
|
|
2016
Q1 | $2.54M | Sell |
669,630
-25,582
| -4% | -$77.9K | 0.02% | 875 |
|
|
2015
Q4 | $2M | Buy |
695,212
+3,000
| +0.4% | +$9.53K | 0.01% | 1010 |
|
|
2015
Q3 | $2.02M | Buy |
692,212
+385,659
| +126% | +$1.37M | 0.02% | 795 |
|
|
2015
Q2 | $1.34M | Sell |
306,553
-233,506
| -43% | -$1.1M | 0.01% | 880 |
|
|
2015
Q1 | $2.4M | Sell |
540,059
-4,051,429
| -88% | -$19.8M | 0.02% | 682 |
|
|
2014
Q4 | $23.9M | Buy |
+4,591,488
| New | +$25.8M | 0.21% | 121 |
|
Other funds holding ITUB
OAG
WGI
