SGA
ITUB icon

Strategic Global Advisors’s Itaú Unibanco ITUB Stock Holding History

Strategic Global 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
2026
Q1 		$91.4K Buy
+10,910
New +$91.3K 0.01% 141
2019
Q1 		– Sell
-63,702
Closed -$424K – 170
2018
Q4 		$424K Hold
63,702
– – 0.15% 111
2018
Q3 		$339K Hold
63,702
– – 0.1% 148
2018
Q2 		$482K Hold
63,702
– – 0.12% 123
2018
Q1 		$482K Hold
63,702
– – 0.17% 113
2017
Q4 		$402K Hold
63,702
– – 0.13% 122
2017
Q3 		$423K Sell
63,702
-2,015,089
-97% -$12.3M 0.16% 113
2017
Q2 		$11.1M Buy
2,078,791
+22,482
+1% +$126K 4.1% 4
2017
Q1 		$12M Sell
2,056,309
-1,775
-0.1% -$10.5K 4.34% 3
2016
Q4 		$10.3M Buy
2,058,084
+319,795
+18% +$1.64M 3.81% 3
2016
Q3 		$7.28M Buy
1,738,289
+19,248
+1% +$91.1K 2.72% 5
2016
Q2 		$7.16M Buy
1,719,041
+120,840
+8% +$466K 2.71% 5
2016
Q1 		$6.05M Buy
1,598,201
+5,679
+0.4% +$17.3K 2.57% 7
2015
Q4 		$4.57M Buy
1,592,522
+225,315
+16% +$716K 1.95% 10
2015
Q3 		$3.99M Sell
1,367,207
-136,319
-9% -$484K 1.91% 10
2015
Q2 		$6M Buy
1,503,526
+275,078
+22% +$1.29M 3.5% 4
2015
Q1 		$5.45M Buy
1,228,448
+1,111,892
+954% +$5.43M 4.03% 3
2014
Q4 		$608K Buy
+116,556
New +$655K 0.54% 63

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return