Wellington Management Group’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312M | Buy |
45,997,609
+40,086,196
| +678% | +$272M | 0.06% | 265 |
|
|
2025
Q1 | $32.5M | Buy |
5,911,413
+1,619,527
| +38% | +$8.91M | 0.01% | 808 |
|
|
2024
Q4 | $21.3M | Buy |
4,291,886
+4,695
| +0.1% | +$23.3K | ﹤0.01% | 955 |
|
|
2024
Q3 | $28.5M | Buy |
4,287,191
+331,473
| +8% | +$2.2M | 0.01% | 860 |
|
|
2024
Q2 | $23.1M | Hold |
3,955,718
| – | – | ﹤0.01% | 908 |
|
|
2024
Q1 | $27.4M | Buy |
3,955,718
+535,666
| +16% | +$3.71M | ﹤0.01% | 873 |
|
|
2023
Q4 | $23.8M | Buy |
+3,420,052
| New | +$23.8M | ﹤0.01% | 896 |
|
|
2022
Q4 | – | Sell |
-263,918
| Closed | -$1.36M | – | 2047 |
|
|
2022
Q3 | $1.36M | Buy |
+263,918
| New | +$1.36M | ﹤0.01% | 1601 |
|
|
2022
Q2 | – | Sell |
-2,450,394
| Closed | -$14M | – | 2137 |
|
|
2022
Q1 | $14M | Buy |
+2,450,394
| New | +$14M | ﹤0.01% | 1114 |
|
|
2021
Q1 | – | Sell |
-5,037,584
| Closed | -$30.7M | – | 2141 |
|
|
2020
Q4 | $30.7M | Buy |
5,037,584
+4,315,251
| +597% | +$26.3M | 0.01% | 934 |
|
|
2020
Q3 | $2.88M | Sell |
722,333
-821,428
| -53% | -$3.27M | ﹤0.01% | 1361 |
|
|
2020
Q2 | $7.24M | Sell |
1,543,761
-1,727,577
| -53% | -$8.1M | ﹤0.01% | 1136 |
|
|
2020
Q1 | $14.7M | Sell |
3,271,338
-3,416,897
| -51% | -$15.3M | ﹤0.01% | 949 |
|
|
2019
Q4 | $61.2M | Buy |
6,688,235
+3,986,369
| +148% | +$36.5M | 0.01% | 708 |
|
|
2019
Q3 | $22.7M | Sell |
2,701,866
-3,401,241
| -56% | -$28.6M | 0.01% | 932 |
|
|
2019
Q2 | $57.5M | Buy |
6,103,107
+5,479,034
| +878% | +$51.6M | 0.01% | 715 |
|
|
2019
Q1 | $5.5M | Sell |
624,073
-796,476
| -56% | -$7.02M | ﹤0.01% | 1360 |
|
|
2018
Q4 | $13M | Buy |
1,420,549
+547,316
| +63% | +$5M | ﹤0.01% | 1116 |
|
|
2018
Q3 | $9.59M | Sell |
873,233
-5,898,940
| -87% | -$64.8M | ﹤0.01% | 1295 |
|
|
2018
Q2 | $70.3M | Sell |
6,772,173
-10,393,975
| -61% | -$108M | 0.02% | 689 |
|
|
2018
Q1 | $268M | Buy |
17,166,148
+29,932
| +0.2% | +$467K | 0.06% | 313 |
|
|
2017
Q4 | $223M | Sell |
17,136,216
-93,112
| -0.5% | -$1.21M | 0.05% | 347 |
|
|
2017
Q3 | $236M | Buy |
17,229,328
+5,200,740
| +43% | +$71.3M | 0.05% | 310 |
|
|
2017
Q2 | $133M | Sell |
12,028,588
-16,873,854
| -58% | -$186M | 0.03% | 423 |
|
|
2017
Q1 | $349M | Buy |
28,902,442
+6,188,145
| +27% | +$74.7M | 0.08% | 229 |
|
|
2016
Q4 | $234M | Sell |
22,714,297
-6,140,392
| -21% | -$63.1M | 0.06% | 288 |
|
|
2016
Q3 | $316M | Buy |
28,854,689
+583,275
| +2% | +$6.38M | 0.08% | 240 |
|
|
2016
Q2 | $267M | Buy |
28,271,414
+20,268,628
| +253% | +$191M | 0.07% | 260 |
|
|
2016
Q1 | $68.7M | Buy |
8,002,786
+7,790,989
| +3,679% | +$66.9M | 0.02% | 578 |
|
|
2015
Q4 | $1.38M | Sell |
211,797
-148,194
| -41% | -$964K | ﹤0.01% | 1731 |
|
|
2015
Q3 | $2.38M | Buy |
359,991
+1,187
| +0.3% | +$7.86K | ﹤0.01% | 1576 |
|
|
2015
Q2 | $3.93M | Buy |
358,804
+326,599
| +1,014% | +$3.58M | ﹤0.01% | 1468 |
|
|
2015
Q1 | $356K | Sell |
32,205
-3,138,799
| -99% | -$34.7M | ﹤0.01% | 2048 |
|
|
2014
Q4 | $41.3M | Sell |
3,171,004
-6,720,754
| -68% | -$87.4M | 0.01% | 792 |
|
|
2014
Q3 | $137M | Sell |
9,891,758
-5,468,065
| -36% | -$75.9M | 0.04% | 420 |
|
|
2014
Q2 | $221M | Buy |
15,359,823
+12,982,762
| +546% | +$187M | 0.06% | 333 |
|
|
2014
Q1 | $35.3M | Sell |
2,377,061
-5,033,679
| -68% | -$74.8M | 0.01% | 859 |
|
|
2013
Q4 | $101M | Buy |
7,410,740
+5,361,717
| +262% | +$72.8M | 0.03% | 529 |
|
|
2013
Q3 | $28.9M | Sell |
2,049,023
-5,570,251
| -73% | -$78.7M | 0.01% | 871 |
|
|
2013
Q2 | $98.4M | Buy |
+7,619,274
| New | +$98.4M | 0.03% | 469 |
|