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Claris Advisors’s Bankunited BKU Stock Holding History

Claris 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
2024
Q4 		– Sell
-7
Closed -$255 – 205
2024
Q3 		$255 Buy
+7
New +$249 ﹤0.01% 885

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Vanguard Group
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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

Claris Advisors's BKU Position: Q4 2024 in Review

Claris Advisors sold out of Bankunited (BKU) in Q4 2024, closing a stake of 7 shares — an estimated $255 sold.

Claris Advisors first reported a position in BKU in Q3 2024 and held it in 1 quarter. The position peaked at $255 in Q3 2024. 270 funds tracked by Wall St. Rank hold BKU as of Q4 2024.

  • Claris Advisors reported no remaining Bankunited position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 7 Bankunited shares in Q4 2024, an estimated $255.
  • Claris Advisors first reported a position in Bankunited in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Bankunited position peaked at $255 in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Bankunited as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.