YIH
ITUB icon

Y-Intercept (HK)’s Itaú Unibanco ITUB Stock Holding History

Y-Intercept (HK)’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
-1,942,258
Closed -$13.9M – 1799
2025
Q4 		$13.9M Buy
+1,942,258
New +$13.8M 0.31% 36
2025
Q3 		– Sell
-58,370
Closed -$385K – 1794
2025
Q2 		$385K Buy
+58,370
New +$356K 0.01% 1287
2024
Q3 		– Sell
-129,909
Closed -$670K – 1555
2024
Q2 		$670K Buy
+129,909
New +$711K 0.04% 688
2023
Q3 		– Sell
-22,330
Closed -$116K – 1313
2023
Q2 		$116K Buy
+22,330
New +$106K 0.01% 1053
2021
Q3 		– Sell
-159,984
Closed -$700K – 773
2021
Q2 		$700K Buy
+159,984
New +$645K 0.18% 182
2021
Q1 		– Sell
-70,766
Closed -$316K – 698
2020
Q4 		$316K Buy
+70,766
New +$265K 0.13% 295

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