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Blue Trust Inc’s Bankunited BKU Stock Holding History

Blue Trust Inc’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
2024
Q4 		– Sell
-300
Closed -$8.78K – 2494
2024
Q3 		$8.78K Buy
300
+162
+117% +$5.75K ﹤0.01% 2234
2024
Q2 		$3.86K Buy
+138
New +$3.84K ﹤0.01% 2272
2024
Q1 		– Sell
-16
Closed – – 2226
2023
Q4 		$0 Buy
+16
New +$415 ﹤0.01% 2489

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Trust Inc's BKU Position: Q4 2024 in Review

Blue Trust Inc sold out of Bankunited (BKU) in Q4 2024, closing a stake of 300 shares — an estimated $8.78K sold.

Blue Trust Inc first reported a position in BKU in Q4 2023 and held it in 3 quarters. The position peaked at $8.78K in Q3 2024. 270 funds tracked by Wall St. Rank hold BKU as of Q4 2024.

  • Blue Trust Inc reported no remaining Bankunited position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 300 Bankunited shares in Q4 2024, an estimated $8.78K.
  • Blue Trust Inc first reported a position in Bankunited in Q4 2023 and held it in 3 quarters.
  • Blue Trust Inc's Bankunited position peaked at $8.78K in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Bankunited as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.