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BHZ Capital Management’s Bankunited BKU Stock Holding History

BHZ Capital Management’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
2023
Q4 		– Sell
-41,876
Closed -$951K – 63
2023
Q3 		$951K Sell
41,876
-94,501
-69% -$2.42M 0.79% 36
2023
Q2 		$2.94M Sell
136,377
-114,986
-46% -$2.37M 2.06% 12
2023
Q1 		$5.68M Buy
+251,363
New +$8.19M 2.63% 5
2022
Q4 		– Sell
-15,825
Closed -$541K – 119
2022
Q3 		$541K Buy
+15,825
New +$592K 0.23% 81
2021
Q1 		– Sell
-198,903
Closed -$6.92M – 136
2020
Q4 		$6.92M Sell
198,903
-232,716
-54% -$6.64M 2.34% 8
2020
Q3 		$9.46M Buy
431,619
+40,960
+10% +$868K 4.01% 4
2020
Q2 		$7.91M Buy
390,659
+21,864
+6% +$410K 3.11% 6
2020
Q1 		$6.9M Sell
368,795
-28,964
-7% -$865K 2.59% 8
2019
Q4 		$14.5M Sell
397,759
-8,286
-2% -$289K 3.41% 3
2019
Q3 		$13.7M Hold
406,045
– – 3.31% 5
2019
Q2 		$13.7M Sell
406,045
-60,448
-13% -$2.08M 3.28% 5
2019
Q1 		$15.6M Sell
466,493
-105,677
-18% -$3.64M 3.9% 2
2018
Q4 		$17.1M Buy
572,170
+87,799
+18% +$2.86M 4.52% 2
2018
Q3 		$17.1M Buy
484,371
+148,509
+44% +$5.85M 4.29% 3
2018
Q2 		$13.7M Sell
335,862
-4,095
-1% -$170K 3.92% 3
2018
Q1 		$13.6M Buy
339,957
+2,019
+0.6% +$83.4K 4.47% 3
2017
Q4 		$13.8M Buy
337,938
+52,343
+18% +$1.9M 4.92% 2
2017
Q3 		$10.2M Buy
285,595
+98,122
+52% +$3.3M 3.33% 6
2017
Q2 		$6.32M Buy
187,473
+58,399
+45% +$2.02M 2.11% 11
2017
Q1 		$4.82M Buy
129,074
+106,720
+477% +$4.06M 1.85% 16
2016
Q4 		$843K Hold
22,354
– – 0.35% 67
2016
Q3 		$675K Buy
+22,354
New +$685K 0.44% 60

Other funds holding BKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BHZ Capital Management's BKU Position: Q4 2023 in Review

BHZ Capital Management sold out of Bankunited (BKU) in Q4 2023, closing a stake of 41,876 shares — an estimated $951K sold.

BHZ Capital Management first reported a position in BKU in Q3 2016 and held it in 22 quarters. The position peaked at $17.1M in Q3 2018. 241 funds tracked by Wall St. Rank hold BKU as of Q4 2023.

  • BHZ Capital Management reported no remaining Bankunited position as of Q4 2023 after selling out during the quarter.
  • BHZ Capital Management sold 41,876 Bankunited shares in Q4 2023, an estimated $951K.
  • BHZ Capital Management first reported a position in Bankunited in Q3 2016 and held it in 22 quarters.
  • BHZ Capital Management's Bankunited position peaked at $17.1M in Q3 2018.
  • 241 funds tracked by Wall St. Rank held Bankunited as of Q4 2023.

Based on BHZ Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.