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Douglas Lane & Associates’s Bankunited BKU Stock Holding History

Douglas Lane & Associates’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
-122,249
Closed -$2.68M – 214
2020
Q3 		$2.68M Sell
122,249
-161,318
-57% -$3.42M 0.05% 117
2020
Q2 		$5.74M Sell
283,567
-846,688
-75% -$15.9M 0.12% 104
2020
Q1 		$21.1M Sell
1,130,255
-483,435
-30% -$14.4M 0.56% 62
2019
Q4 		$59M Sell
1,613,690
-50,273
-3% -$1.75M 1.1% 39
2019
Q3 		$55.9M Sell
1,663,963
-34,073
-2% -$1.11M 1.11% 40
2019
Q2 		$57.3M Sell
1,698,036
-33,724
-2% -$1.16M 1.12% 38
2019
Q1 		$57.8M Sell
1,731,760
-23,888
-1% -$823K 1.2% 36
2018
Q4 		$52.6M Sell
1,755,648
-7,329
-0.4% -$239K 1.24% 33
2018
Q3 		$62.4M Sell
1,762,977
-12,932
-0.7% -$509K 1.23% 33
2018
Q2 		$72.5M Sell
1,775,909
-92,994
-5% -$3.86M 1.54% 18
2018
Q1 		$74.7M Sell
1,868,903
-15,121
-0.8% -$625K 1.62% 13
2017
Q4 		$76.7M Buy
1,884,024
+21,442
+1% +$780K 1.62% 13
2017
Q3 		$66.3M Buy
1,862,582
+84,844
+5% +$2.85M 1.52% 22
2017
Q2 		$59.9M Buy
1,777,738
+113,364
+7% +$3.91M 1.41% 24
2017
Q1 		$62.1M Buy
1,664,374
+9,774
+0.6% +$372K 1.55% 19
2016
Q4 		$62.4M Buy
1,654,600
+171,352
+12% +$5.71M 1.59% 16
2016
Q3 		$44.8M Buy
1,483,248
+428,138
+41% +$13.1M 1.19% 34
2016
Q2 		$32.4M Buy
1,055,110
+155,690
+17% +$5.18M 0.93% 44
2016
Q1 		$31M Buy
+899,420
New +$30.1M 0.85% 50

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $16B AUM 4.15% 1-Year Est. Return

Douglas Lane & Associates's BKU Position: Q4 2020 in Review

Douglas Lane & Associates sold out of Bankunited (BKU) in Q4 2020, closing a stake of 122,249 shares — an estimated $2.68M sold.

Douglas Lane & Associates first reported a position in BKU in Q1 2016 and held it in 19 quarters. The position peaked at $76.7M in Q4 2017. 202 funds tracked by Wall St. Rank hold BKU as of Q4 2020.

  • Douglas Lane & Associates reported no remaining Bankunited position as of Q4 2020 after selling out during the quarter.
  • Douglas Lane & Associates sold 122,249 Bankunited shares in Q4 2020, an estimated $2.68M.
  • Douglas Lane & Associates first reported a position in Bankunited in Q1 2016 and held it in 19 quarters.
  • Douglas Lane & Associates's Bankunited position peaked at $76.7M in Q4 2017.
  • 202 funds tracked by Wall St. Rank held Bankunited as of Q4 2020.

Based on Douglas Lane & Associates's 13F filing for Q4 2020, filed 14 Jan 2021.