Advisory Research’s Bankunited BKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-44,094
| Closed | -$1.5M | – | 364 |
|
|
2022
Q4 | $1.5M | Sell |
44,094
-1,120
| -2% | -$39.6K | 0.14% | 114 |
|
|
2022
Q3 | $1.54M | Sell |
45,214
-380
| -0.8% | -$14.2K | 0.15% | 112 |
|
|
2022
Q2 | $1.62M | Sell |
45,594
-45,560
| -50% | -$1.8M | 0.16% | 100 |
|
|
2022
Q1 | $4.01M | Buy |
91,154
+28,154
| +45% | +$1.22M | 0.32% | 56 |
|
|
2021
Q4 | $2.67M | Sell |
63,000
-221,161
| -78% | -$9.27M | 0.21% | 84 |
|
|
2021
Q3 | $11.9M | Sell |
284,161
-169,054
| -37% | -$6.92M | 0.76% | 41 |
|
|
2021
Q2 | $19.3M | Sell |
453,215
-51,671
| -10% | -$2.36M | 1.27% | 14 |
|
|
2021
Q1 | $22.2M | Sell |
504,886
-45,970
| -8% | -$1.89M | 1.56% | 8 |
|
|
2020
Q4 | $19.2M | Buy |
550,856
+180,003
| +49% | +$5.14M | 1.4% | 14 |
|
|
2020
Q3 | $8.13M | Sell |
370,853
-225,422
| -38% | -$4.78M | 0.79% | 41 |
|
|
2020
Q2 | $12.1M | Sell |
596,275
-799,365
| -57% | -$15M | 1.07% | 31 |
|
|
2020
Q1 | $26.1M | Buy |
1,395,640
+479,569
| +52% | +$14.3M | 1.81% | 14 |
|
|
2019
Q4 | $33.5M | Sell |
916,071
-2,275
| -0.2% | -$79.3K | 1.54% | 15 |
|
|
2019
Q3 | $30.9M | Buy |
918,346
+261,445
| +40% | +$8.54M | 1.49% | 20 |
|
|
2019
Q2 | $22.2M | Sell |
656,901
-21,223
| -3% | -$732K | 0.44% | 63 |
|
|
2019
Q1 | $22.6M | Sell |
678,124
-1,672
| -0.2% | -$57.6K | 0.44% | 63 |
|
|
2018
Q4 | $20.4M | Sell |
679,796
-18,440
| -3% | -$601K | 0.43% | 63 |
|
|
2018
Q3 | $24.7M | Sell |
698,236
-164,333
| -19% | -$6.47M | 0.4% | 67 |
|
|
2018
Q2 | $35.2M | Sell |
862,569
-76,850
| -8% | -$3.19M | 0.56% | 48 |
|
|
2018
Q1 | $37.6M | Sell |
939,419
-47,076
| -5% | -$1.94M | 0.68% | 48 |
|
|
2017
Q4 | $40.2M | Sell |
986,495
-105,379
| -10% | -$3.84M | 0.66% | 49 |
|
|
2017
Q3 | $38.8M | Buy |
1,091,874
+4,643
| +0.4% | +$156K | 0.62% | 50 |
|
|
2017
Q2 | $36.7M | Sell |
1,087,231
-111,160
| -9% | -$3.84M | 0.58% | 46 |
|
|
2017
Q1 | $44.7M | Buy |
1,198,391
+4,397
| +0.4% | +$167K | 0.66% | 46 |
|
|
2016
Q4 | $45M | Sell |
1,193,994
-63,000
| -5% | -$2.1M | 0.67% | 49 |
|
|
2016
Q3 | $38M | Buy |
1,256,994
+223,215
| +22% | +$6.84M | 0.62% | 55 |
|
|
2016
Q2 | $31.8M | Buy |
1,033,779
+12,745
| +1% | +$424K | 0.55% | 59 |
|
|
2016
Q1 | $35.2M | Buy |
1,021,034
+523,912
| +105% | +$17.5M | 0.67% | 53 |
|
|
2015
Q4 | $17.9M | Sell |
497,122
-2,848
| -0.6% | -$106K | 0.27% | 101 |
|
|
2015
Q3 | $17.9M | Sell |
499,970
-88,909
| -15% | -$3.21M | 0.25% | 106 |
|
|
2015
Q2 | $21.2M | Sell |
588,879
-41,858
| -7% | -$1.43M | 0.24% | 107 |
|
|
2015
Q1 | $20.6M | Sell |
630,737
-63,860
| -9% | -$1.96M | 0.23% | 104 |
|
|
2014
Q4 | $20.1M | Buy |
694,597
+50,760
| +8% | +$1.5M | 0.21% | 112 |
|
|
2014
Q3 | $19.6M | Sell |
643,837
-33,474
| -5% | -$1.07M | 0.19% | 117 |
|
|
2014
Q2 | $22.7M | Sell |
677,311
-106,511
| -14% | -$3.53M | 0.21% | 108 |
|
|
2014
Q1 | $27.3M | Sell |
783,822
-23,553
| -3% | -$770K | 0.28% | 87 |
|
|
2013
Q4 | $26.6M | Sell |
807,375
-230,993
| -22% | -$7.34M | 0.27% | 96 |
|
|
2013
Q3 | $32.4M | Sell |
1,038,368
-27,094
| -3% | -$806K | 0.35% | 77 |
|
|
2013
Q2 | $27.7M | Buy |
+1,065,462
| New | +$26.9M | 0.31% | 83 |
|
Other funds holding BKU
Advisory Research's BKU Position: Q1 2023 in Review
Advisory Research sold out of Bankunited (BKU) in Q1 2023, closing a stake of 44,094 shares — an estimated $1.5M sold.
Advisory Research first reported a position in BKU in Q2 2013 and held it in 39 quarters. The position peaked at $45M in Q4 2016. 206 funds tracked by Wall St. Rank hold BKU as of Q1 2023.
- Advisory Research reported no remaining Bankunited position as of Q1 2023 after selling out during the quarter.
- Advisory Research sold 44,094 Bankunited shares in Q1 2023, an estimated $1.5M.
- Advisory Research first reported a position in Bankunited in Q2 2013 and held it in 39 quarters.
- Advisory Research's Bankunited position peaked at $45M in Q4 2016.
- 206 funds tracked by Wall St. Rank held Bankunited as of Q1 2023.
Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.