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Aperio Group’s Bankunited BKU Stock Holding History

Aperio Group’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
2020
Q4 		$1.38M Sell
39,764
-5,801
-13% -$166K ﹤0.01% 1415
2020
Q3 		$998K Buy
45,565
+2,331
+5% +$49.4K ﹤0.01% 1441
2020
Q2 		$875K Sell
43,234
-3,006
-7% -$56.4K ﹤0.01% 1477
2020
Q1 		$865K Buy
46,240
+24,741
+115% +$739K ﹤0.01% 1372
2019
Q4 		$786K Sell
21,499
-216
-1% -$7.53K ﹤0.01% 1567
2019
Q3 		$730K Sell
21,715
-15,685
-42% -$512K ﹤0.01% 1563
2019
Q2 		$1.26M Sell
37,400
-1,627
-4% -$56.1K 0.01% 1276
2019
Q1 		$1.3M Buy
39,027
+8,507
+28% +$293K 0.01% 1230
2018
Q4 		$914K Sell
30,520
-15,323
-33% -$499K ﹤0.01% 1361
2018
Q3 		$1.62M Buy
45,843
+2,060
+5% +$81.1K 0.01% 1144
2018
Q2 		$1.79M Buy
43,783
+10,120
+30% +$420K 0.01% 1082
2018
Q1 		$1.35M Buy
33,663
+979
+3% +$40.4K 0.01% 1165
2017
Q4 		$1.33M Sell
32,684
-1,164
-3% -$42.4K 0.01% 1160
2017
Q3 		$1.2M Buy
33,848
+14,171
+72% +$476K 0.01% 1172
2017
Q2 		$663K Buy
19,677
+13,737
+231% +$474K ﹤0.01% 1477
2017
Q1 		$222K Sell
5,940
-1,806
-23% -$68.7K ﹤0.01% 1990
2016
Q4 		$292K Buy
7,746
+914
+13% +$30.5K ﹤0.01% 1804
2016
Q3 		$206K Buy
6,832
+105
+2% +$3.22K ﹤0.01% 1919
2016
Q2 		$207K Sell
6,727
-1,284
-16% -$42.7K ﹤0.01% 1848
2016
Q1 		$276K Buy
8,011
+1,296
+19% +$43.4K ﹤0.01% 1700
2015
Q4 		$242K Buy
6,715
+583
+10% +$21.7K ﹤0.01% 1730
2015
Q3 		$219K Buy
6,132
+210
+4% +$7.58K ﹤0.01% 1721
2015
Q2 		$213K Sell
5,922
-260
-4% -$8.87K ﹤0.01% 1824
2015
Q1 		$202K Sell
6,182
-1,184
-16% -$36.4K ﹤0.01% 1826
2014
Q4 		$213K Buy
+7,366
New +$218K ﹤0.01% 1702
2014
Q2 		– Sell
-6,142
Closed -$214K – 1740
2014
Q1 		$214K Buy
+6,142
New +$201K ﹤0.01% 1820

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Aperio Group's BKU Position: Q4 2020 in Review

Aperio Group reduced its Bankunited (BKU) stake by 13% in Q4 2020, selling an estimated $166K and leaving 39,764 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Aperio Group first reported a position in BKU in Q1 2014 and has held it in 26 quarters since. The position peaked at $1.79M in Q2 2018. 202 funds tracked by Wall St. Rank hold BKU as of Q4 2020.

  • Aperio Group held 39,764 shares of Bankunited worth $1.38M as of Q4 2020.
  • Aperio Group sold 5,801 Bankunited shares in Q4 2020, an estimated $166K.
  • Bankunited made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1415 holding.
  • Aperio Group first reported a position in Bankunited in Q1 2014 and has held it in 26 quarters since.
  • Aperio Group's Bankunited position peaked at $1.79M in Q2 2018.
  • 202 funds tracked by Wall St. Rank held Bankunited as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.