Convergence Investment Partners’s Bankunited BKU Stock Holding History

Convergence Investment Partners’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 Q1	–	Sell	-4,007	Closed	-$136K	–	186
2022 Q4	$136K	Sell	4,007 -387	-9%	-$13.7K	0.08%	190
2022 Q3	$150K	Buy	4,394 +797	+22%	+$29.8K	0.1%	177
2022 Q2	$128K	Buy	+3,597	New	+$143K	0.08%	190
2019 Q4	–	Sell	-24,351	Closed	-$819K	–	235
2019 Q3	$819K	Buy	+24,351	New	+$795K	0.23%	165
2018 Q4	–	Sell	-32,871	Closed	-$1.16M	–	313
2018 Q3	$1.16M	Sell	32,871 -1,098	-3%	-$43.2K	0.24%	150
2018 Q2	$1.39M	Sell	33,969 -17,152	-34%	-$711K	0.19%	150
2018 Q1	$2.04M	Buy	+51,121	New	+$2.11M	0.27%	135

Other funds holding BKU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Convergence Investment Partners's BKU Position: Q1 2023 in Review

Convergence Investment Partners sold out of Bankunited (BKU) in Q1 2023, closing a stake of 4,007 shares — an estimated $136K sold.

Convergence Investment Partners first reported a position in BKU in Q1 2018 and held it in 7 quarters. The position peaked at $2.04M in Q1 2018. 206 funds tracked by Wall St. Rank hold BKU as of Q1 2023.

Convergence Investment Partners reported no remaining Bankunited position as of Q1 2023 after selling out during the quarter.
Convergence Investment Partners sold 4,007 Bankunited shares in Q1 2023, an estimated $136K.
Convergence Investment Partners first reported a position in Bankunited in Q1 2018 and held it in 7 quarters.
Convergence Investment Partners's Bankunited position peaked at $2.04M in Q1 2018.
206 funds tracked by Wall St. Rank held Bankunited as of Q1 2023.

Based on Convergence Investment Partners's 13F filing for Q1 2023, filed 9 May 2023.