Alpine Woods Capital Investors’s Bankunited BKU Stock Holding History

Alpine Woods Capital Investors’s Portfolio BKU Stock Details BKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-40,000	Closed	-$1.37M	–	184
2022 Q3	$1.37M	Hold	40,000	–	–	0.19%	116
2022 Q2	$1.42M	Hold	40,000	–	–	0.18%	123
2022 Q1	$1.76M	Hold	40,000	–	–	0.19%	127
2021 Q4	$1.69M	Hold	40,000	–	–	0.17%	127
2021 Q3	$1.67M	Hold	40,000	–	–	0.18%	133
2021 Q2	$1.71M	Buy	+40,000	New	+$1.83M	0.18%	129
2017 Q3	–	Sell	-7,000	Closed	-$236K	–	453
2017 Q2	$236K	Hold	7,000	–	–	0.01%	398
2017 Q1	$261K	Buy	+7,000	New	+$266K	0.01%	390
2016 Q3	–	Sell	-8,000	Closed	-$246K	–	427
2016 Q2	$246K	Buy	+8,000	New	+$266K	0.01%	369
2015 Q1	–	Sell	-10,000	Closed	-$290K	–	453
2014 Q4	$290K	Buy	+10,000	New	+$295K	0.01%	384

Other funds holding BKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Alpine Woods Capital Investors's BKU Position: Q4 2022 in Review

Alpine Woods Capital Investors sold out of Bankunited (BKU) in Q4 2022, closing a stake of 40,000 shares — an estimated $1.37M sold.

Alpine Woods Capital Investors first reported a position in BKU in Q4 2014 and held it in 10 quarters. The position peaked at $1.76M in Q1 2022. 222 funds tracked by Wall St. Rank hold BKU as of Q4 2022.

Alpine Woods Capital Investors reported no remaining Bankunited position as of Q4 2022 after selling out during the quarter.
Alpine Woods Capital Investors sold 40,000 Bankunited shares in Q4 2022, an estimated $1.37M.
Alpine Woods Capital Investors first reported a position in Bankunited in Q4 2014 and held it in 10 quarters.
Alpine Woods Capital Investors's Bankunited position peaked at $1.76M in Q1 2022.
222 funds tracked by Wall St. Rank held Bankunited as of Q4 2022.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2022, filed 8 Feb 2023.