UIA
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Ulland Investment Advisors’s Itaú Unibanco ITUB Stock Holding History

Ulland Investment 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
2024
Q2 		– Sell
-20
Closed – – 230
2024
Q1 		$0 Buy
+20
New +$120 ﹤0.01% 240

Other funds holding ITUB

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WGI
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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 $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $4.31B AUM 46.57% 1-Year Est. Return

Ulland Investment Advisors's ITUB Position: Q2 2024 in Review

Ulland Investment Advisors sold out of Itaú Unibanco (ITUB) in Q2 2024, closing a stake of 20 shares.

Ulland Investment Advisors first reported a position in ITUB in Q1 2024 and held it in 1 quarter. The position peaked at $0 in Q1 2024. 332 funds tracked by Wall St. Rank hold ITUB as of Q2 2024.

  • Ulland Investment Advisors reported no remaining Itaú Unibanco position as of Q2 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 20 Itaú Unibanco shares in Q2 2024.
  • Ulland Investment Advisors first reported a position in Itaú Unibanco in Q1 2024 and held it in 1 quarter.
  • Ulland Investment Advisors's Itaú Unibanco position peaked at $0 in Q1 2024.
  • 332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2024.

Based on Ulland Investment Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.