Sumitomo Mitsui Trust Group’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-12,066
| Closed | -$79.5K | – | 1069 |
|
|
2025
Q2 | $79.5K | Hold |
12,066
| – | – | ﹤0.01% | 1031 |
|
|
2025
Q1 | $64.4K | Hold |
12,066
| – | – | ﹤0.01% | 1029 |
|
|
2024
Q4 | $52.8K | Sell |
12,066
-37,956
| -76% | -$195K | ﹤0.01% | 1040 |
|
|
2024
Q3 | $294K | Buy |
50,022
+19,714
| +65% | +$111K | ﹤0.01% | 1013 |
|
|
2024
Q2 | $156K | Sell |
30,308
-32,290
| -52% | -$177K | ﹤0.01% | 1058 |
|
|
2024
Q1 | $383K | Sell |
62,598
-52,219
| -45% | -$314K | ﹤0.01% | 1044 |
|
|
2023
Q4 | $704K | Buy |
114,817
+23,113
| +25% | +$123K | ﹤0.01% | 1009 |
|
|
2023
Q3 | $435K | Sell |
91,704
-44,881
| -33% | -$224K | ﹤0.01% | 1063 |
|
|
2023
Q2 | $711K | Sell |
136,585
-66,653
| -33% | -$315K | ﹤0.01% | 1028 |
|
|
2023
Q1 | $874K | Sell |
203,238
-77,570
| -28% | -$329K | ﹤0.01% | 1016 |
|
|
2022
Q4 | $1.17M | Sell |
280,808
-43,621
| -13% | -$198K | ﹤0.01% | 1004 |
|
|
2022
Q3 | $1.48M | Hold |
324,429
| – | – | ﹤0.01% | 979 |
|
|
2022
Q2 | $1.23M | Hold |
324,429
| – | – | ﹤0.01% | 1008 |
|
|
2022
Q1 | $1.64M | Buy |
324,429
+185,261
| +133% | +$780K | ﹤0.01% | 981 |
|
|
2021
Q4 | $461K | Sell |
139,168
-29,642
| -18% | -$107K | ﹤0.01% | 1100 |
|
|
2021
Q3 | $647K | Hold |
168,810
| – | – | ﹤0.01% | 1082 |
|
|
2021
Q2 | $738K | Sell |
168,810
-42,650
| -20% | -$172K | ﹤0.01% | 1079 |
|
|
2021
Q1 | $763K | Hold |
211,460
| – | – | ﹤0.01% | 1043 |
|
|
2020
Q4 | $937K | Sell |
211,460
-53,054
| -20% | -$198K | ﹤0.01% | 1001 |
|
|
2020
Q3 | $766K | Sell |
264,514
-263,206
| -50% | -$894K | ﹤0.01% | 994 |
|
|
2020
Q2 | $1.8M | Hold |
527,720
| – | – | ﹤0.01% | 894 |
|
|
2020
Q1 | $1.72M | Sell |
527,720
-2,591,733
| -83% | -$13.3M | ﹤0.01% | 886 |
|
|
2019
Q4 | $20.8M | Buy |
3,119,453
+118,604
| +4% | +$743K | 0.02% | 669 |
|
|
2019
Q3 | $18.4M | Buy |
3,000,849
+2,904,069
| +3,001% | +$18.8M | 0.02% | 660 |
|
|
2019
Q2 | $663K | Buy |
96,780
+38,069
| +65% | +$240K | ﹤0.01% | 912 |
|
|
2019
Q1 | $376K | Sell |
58,711
-12,369
| -17% | -$87.5K | ﹤0.01% | 920 |
|
|
2018
Q4 | $468K | Buy |
71,080
+6,596
| +10% | +$42.4K | ﹤0.01% | 874 |
|
|
2018
Q3 | $343K | Buy |
64,484
+29,748
| +86% | +$160K | ﹤0.01% | 869 |
|
|
2018
Q2 | $175K | Buy |
34,736
+5,793
| +20% | +$36K | ﹤0.01% | 892 |
|
|
2018
Q1 | $219K | Buy |
+28,943
| New | +$217K | ﹤0.01% | 883 |
|
|
2013
Q3 | – | Sell |
-27,790
| Closed | -$131K | – | 776 |
|
|
2013
Q2 | $131K | Buy |
+27,790
| New | +$151K | ﹤0.01% | 745 |
|
Other funds holding ITUB
OAG
WGI
