WG
ITUB icon

Winton Group’s Itaú Unibanco ITUB Stock Holding History

Winton Group’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
2026
Q1 		– Sell
-31,236
Closed -$224K – 1253
2025
Q4 		$224K Buy
+31,236
New +$222K 0.01% 814
2024
Q1 		– Sell
-25,268
Closed -$155K – 748
2023
Q4 		$155K Buy
25,268
+8,649
+52% +$45.8K 0.01% 669
2023
Q3 		$78.8K Sell
16,619
-4,548
-21% -$22.7K 0.01% 728
2023
Q2 		$110K Buy
+21,167
New +$100K 0.01% 715
2022
Q4 		– Sell
-19,023
Closed -$87K – 982
2022
Q3 		$87K Sell
19,023
-45,953
-71% -$196K 0.01% 898
2022
Q2 		$245K Buy
64,976
+22,376
+53% +$99.4K 0.01% 862
2022
Q1 		$215K Buy
+42,600
New +$179K 0.01% 898
2021
Q3 		– Sell
-65,517
Closed -$287K – 1406
2021
Q2 		$287K Buy
+65,517
New +$264K 0.02% 1201

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return