FAS
ITUB icon

Formuepleje A/S’s Itaú Unibanco ITUB Stock Holding History

Formuepleje A/S’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
Q2 		– Sell
-931,922
Closed -$5.7M – 78
2024
Q1 		$5.7M Sell
931,922
-115,206
-11% -$693K 0.32% 74
2023
Q4 		$6.42M Sell
1,047,128
-26,306
-2% -$139K 0.46% 68
2023
Q3 		$5.09M Buy
1,073,434
+12,634
+1% +$63K 0.47% 58
2023
Q2 		$5.52M Sell
1,060,800
-69,412
-6% -$328K 0.48% 65
2023
Q1 		$4.86M Buy
1,130,212
+92,352
+9% +$392K 0.36% 73
2022
Q4 		$4.31M Buy
1,037,860
+457,329
+79% +$2.08M 0.36% 75
2022
Q3 		$2.65M Buy
+580,531
New +$2.48M 0.22% 86

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Formuepleje A/S's ITUB Position: Q2 2024 in Review

Formuepleje A/S sold out of Itaú Unibanco (ITUB) in Q2 2024, closing a stake of 931,922 shares — an estimated $5.7M sold.

Formuepleje A/S first reported a position in ITUB in Q3 2022 and held it in 7 quarters. The position peaked at $6.42M in Q4 2023. 333 funds tracked by Wall St. Rank hold ITUB as of Q2 2024.

  • Formuepleje A/S reported no remaining Itaú Unibanco position as of Q2 2024 after selling out during the quarter.
  • Formuepleje A/S sold 931,922 Itaú Unibanco shares in Q2 2024, an estimated $5.7M.
  • Formuepleje A/S first reported a position in Itaú Unibanco in Q3 2022 and held it in 7 quarters.
  • Formuepleje A/S's Itaú Unibanco position peaked at $6.42M in Q4 2023.
  • 333 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2024.

Based on Formuepleje A/S's 13F filing for Q2 2024, filed 27 Aug 2026.