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Disciplined Investments’s Bankunited BKU Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-15
Closed -$323 – 276
2023
Q2 		$323 Buy
15
+8
+114% +$165 ﹤0.01% 1373
2023
Q1 		$158 Sell
7
-5
-42% -$163 ﹤0.01% 1528
2022
Q4 		$408 Sell
12
-9
-43% -$318 ﹤0.01% 1253
2022
Q3 		$1K Sell
21
-1
-5% -$37 ﹤0.01% 804
2022
Q2 		$1K Buy
22
+4
+22% +$158 ﹤0.01% 823
2022
Q1 		$1K Buy
+18
New +$780 ﹤0.01% 884

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Disciplined Investments's BKU Position: Q3 2023 in Review

Disciplined Investments sold out of Bankunited (BKU) in Q3 2023, closing a stake of 15 shares — an estimated $323 sold.

Disciplined Investments first reported a position in BKU in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 221 funds tracked by Wall St. Rank hold BKU as of Q3 2023.

  • Disciplined Investments reported no remaining Bankunited position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 15 Bankunited shares in Q3 2023, an estimated $323.
  • Disciplined Investments first reported a position in Bankunited in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Bankunited position peaked at $1K in Q3 2022.
  • 221 funds tracked by Wall St. Rank held Bankunited as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.