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Seven Eight Capital’s Itaú Unibanco ITUB Stock Holding History

Seven Eight Capital’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
-12,379
Closed -$72.7K – 304
2024
Q3 		$72.7K Buy
+12,379
New +$69.7K 0.01% 683
2024
Q2 		– Sell
-83,460
Closed -$510K – 807
2024
Q1 		$510K Buy
+83,460
New +$502K 0.05% 452
2022
Q4 		– Sell
-90,863
Closed -$414K – 521
2022
Q3 		$414K Buy
+90,863
New +$387K 0.08% 318
2021
Q4 		– Sell
-322,456
Closed -$1.24M – 574
2021
Q3 		$1.24M Sell
322,456
-126,400
-28% -$518K 0.12% 254
2021
Q2 		$1.96M Buy
448,856
+209,448
+87% +$844K 0.27% 105
2021
Q1 		$1.06M Hold
239,408
– – 0.24% 155
2020
Q4 		$1.06M Buy
+239,408
New +$896K 0.24% 157
2020
Q3 		– Sell
-33,121
Closed -$113K – 591
2020
Q2 		$113K Buy
+33,121
New +$107K 0.08% 297
2020
Q1 		– Sell
-50,184
Closed -$334K – 580
2019
Q4 		$334K Buy
+50,184
New +$314K 0.02% 570
2018
Q3 		– Sell
-287,805
Closed -$1.45M – 631
2018
Q2 		$1.45M Buy
+287,805
New +$1.79M 0.1% 241
2017
Q2 		– Sell
-6,564
Closed -$38K – 617
2017
Q1 		$38K Buy
+6,564
New +$38.9K 0.01% 443
2016
Q3 		– Sell
-819
Closed -$3K – 441
2016
Q2 		$3K Buy
+819
New +$3.16K ﹤0.01% 505
2015
Q3 		– Sell
-22,452
Closed -$99K – 609
2015
Q2 		$99K Buy
+22,452
New +$106K 0.12% 262
2014
Q4 		– Sell
-81,405
Closed -$453K – 573
2014
Q3 		$453K Buy
+81,405
New +$519K 0.35% 84
2014
Q2 		– Sell
-51,074
Closed -$277K – 560
2014
Q1 		$277K Buy
+51,074
New +$244K 0.24% 174

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

Seven Eight Capital's ITUB Position: Q4 2024 in Review

Seven Eight Capital sold out of Itaú Unibanco (ITUB) in Q4 2024, closing a stake of 12,379 shares — an estimated $72.7K sold.

Seven Eight Capital first reported a position in ITUB in Q1 2014 and held it in 15 quarters. The position peaked at $1.96M in Q2 2021. 332 funds tracked by Wall St. Rank hold ITUB as of Q4 2024.

  • Seven Eight Capital reported no remaining Itaú Unibanco position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 12,379 Itaú Unibanco shares in Q4 2024, an estimated $72.7K.
  • Seven Eight Capital first reported a position in Itaú Unibanco in Q1 2014 and held it in 15 quarters.
  • Seven Eight Capital's Itaú Unibanco position peaked at $1.96M in Q2 2021.
  • 332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.