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American Trust’s Bankunited BKU Stock Holding History

American Trust’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
-6,811
Closed -$233K – 441
2022
Q3 		$233K Buy
6,811
+5
+0.1% +$187 0.02% 345
2022
Q2 		$242K Sell
6,806
-278
-4% -$11K 0.02% 360
2022
Q1 		$311K Buy
7,084
+455
+7% +$19.7K 0.02% 344
2021
Q4 		$280K Buy
+6,629
New +$278K 0.02% 255

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

American Trust's BKU Position: Q4 2022 in Review

American Trust sold out of Bankunited (BKU) in Q4 2022, closing a stake of 6,811 shares — an estimated $233K sold.

American Trust first reported a position in BKU in Q4 2021 and held it in 4 quarters. The position peaked at $311K in Q1 2022. 222 funds tracked by Wall St. Rank hold BKU as of Q4 2022.

  • American Trust reported no remaining Bankunited position as of Q4 2022 after selling out during the quarter.
  • American Trust sold 6,811 Bankunited shares in Q4 2022, an estimated $233K.
  • American Trust first reported a position in Bankunited in Q4 2021 and held it in 4 quarters.
  • American Trust's Bankunited position peaked at $311K in Q1 2022.
  • 222 funds tracked by Wall St. Rank held Bankunited as of Q4 2022.

Based on American Trust's 13F filing for Q4 2022, filed 16 Feb 2023.