Carlyle Group’s Bankunited BKU Stock Holding History

Carlyle 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
2014 Q1	–	Sell	-5,561,692	Closed	-$183M	–	25
2013 Q4	$183M	Sell	5,561,692 -2,627,939	-32%	-$83.5M	1.26%	14
2013 Q3	$255M	Hold	8,189,631	–	–	2.02%	12
2013 Q2	$213M	Buy	+8,189,631	New	+$207M	1.93%	12

Other funds holding BKU

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Carlyle Group's BKU Position: Q1 2014 in Review

Carlyle Group sold out of Bankunited (BKU) in Q1 2014, closing a stake of 5,561,692 shares — an estimated $183M sold.

Carlyle Group first reported a position in BKU in Q2 2013 and held it in 3 quarters. The position peaked at $255M in Q3 2013. 191 funds tracked by Wall St. Rank hold BKU as of Q1 2014.

Carlyle Group reported no remaining Bankunited position as of Q1 2014 after selling out during the quarter.
Carlyle Group sold 5,561,692 Bankunited shares in Q1 2014, an estimated $183M.
Carlyle Group first reported a position in Bankunited in Q2 2013 and held it in 3 quarters.
Carlyle Group's Bankunited position peaked at $255M in Q3 2013.
191 funds tracked by Wall St. Rank held Bankunited as of Q1 2014.

Based on Carlyle Group's 13F filing for Q1 2014, filed 15 May 2014.