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Berman Capital Advisors’s Bankunited BKU Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$2K Hold
64
– – ﹤0.01% 1658
2021
Q2 		$2K Hold
64
– – ﹤0.01% 1564
2021
Q1 		$2K Hold
64
– – ﹤0.01% 1479
2020
Q4 		$2K Hold
64
– – ﹤0.01% 1376
2020
Q3 		$1K Sell
64
-36
-36% -$763 ﹤0.01% 1413
2020
Q2 		$2K Sell
100
-2
-2% -$37 ﹤0.01% 1241
2020
Q1 		$1K Buy
+102
New +$3.05K ﹤0.01% 1250

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Berman Capital Advisors's BKU Position: Q3 2021 in Review

Berman Capital Advisors held its Bankunited (BKU) position steady in Q3 2021 at 64 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Berman Capital Advisors first reported a position in BKU in Q1 2020 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold BKU as of Q3 2021.

  • Berman Capital Advisors held 64 shares of Bankunited worth $2K as of Q3 2021.
  • Berman Capital Advisors left its Bankunited share count unchanged in Q3 2021.
  • Bankunited made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1658 holding.
  • Berman Capital Advisors first reported a position in Bankunited in Q1 2020 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held Bankunited as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.