CSPIA
BKU icon

Cary Street Partners Investment Advisory’s Bankunited BKU Stock Holding History

Cary Street Partners Investment Advisory’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 		– Sell
-558
Closed -$12K – 411
2020
Q3 		$12K Buy
+558
New +$11.8K ﹤0.01% 735

Other funds holding BKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $12.5B AUM 7.49% 1-Year Est. Return

Cary Street Partners Investment Advisory's BKU Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Bankunited (BKU) in Q4 2020, closing a stake of 558 shares — an estimated $12K sold.

Cary Street Partners Investment Advisory first reported a position in BKU in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 202 funds tracked by Wall St. Rank hold BKU as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Bankunited position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 558 Bankunited shares in Q4 2020, an estimated $12K.
  • Cary Street Partners Investment Advisory first reported a position in Bankunited in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Bankunited position peaked at $12K in Q3 2020.
  • 202 funds tracked by Wall St. Rank held Bankunited as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.