UMC
ITUB icon

United Maritime Capital’s Itaú Unibanco ITUB Stock Holding History

United Maritime 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
2022
Q3 		– Sell
-13,030
Closed -$49K – 30
2022
Q2 		$49K Sell
13,030
-29,657
-69% -$132K 0.45% 26
2022
Q1 		$215K Sell
42,687
-96,305
-69% -$406K 0.59% 33
2021
Q4 		$461K Sell
138,992
-19,985
-13% -$72K 0.53% 34
2021
Q3 		$610K Buy
158,977
+4,123
+3% +$16.9K 0.68% 35
2021
Q2 		$678K Sell
154,854
-9,620
-6% -$38.8K 0.51% 36
2021
Q1 		$594K Buy
164,474
+17,179
+12% +$64.9K 0.49% 38
2020
Q4 		$654K Buy
+147,295
New +$551K 0.57% 30

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

United Maritime Capital's ITUB Position: Q3 2022 in Review

United Maritime Capital sold out of Itaú Unibanco (ITUB) in Q3 2022, closing a stake of 13,030 shares — an estimated $49K sold.

United Maritime Capital first reported a position in ITUB in Q4 2020 and held it in 7 quarters. The position peaked at $678K in Q2 2021. 267 funds tracked by Wall St. Rank hold ITUB as of Q3 2022.

  • United Maritime Capital reported no remaining Itaú Unibanco position as of Q3 2022 after selling out during the quarter.
  • United Maritime Capital sold 13,030 Itaú Unibanco shares in Q3 2022, an estimated $49K.
  • United Maritime Capital first reported a position in Itaú Unibanco in Q4 2020 and held it in 7 quarters.
  • United Maritime Capital's Itaú Unibanco position peaked at $678K in Q2 2021.
  • 267 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2022.

Based on United Maritime Capital's 13F filing for Q3 2022, filed 10 Nov 2022.