Dumont & Blake Investment Advisors’s Bankunited BKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,511
| Closed | -$255K | – | 192 |
|
|
2022
Q4 | $255K | Sell |
7,511
-55
| -0.7% | -$1.94K | 0.09% | 162 |
|
|
2022
Q3 | $259K | Hold |
7,566
| – | – | 0.1% | 160 |
|
|
2022
Q2 | $269K | Hold |
7,566
| – | – | 0.09% | 169 |
|
|
2022
Q1 | $333K | Sell |
7,566
-1,650
| -18% | -$71.5K | 0.09% | 175 |
|
|
2021
Q4 | $390K | Sell |
9,216
-100
| -1% | -$4.19K | 0.1% | 153 |
|
|
2021
Q3 | $390K | Sell |
9,316
-325
| -3% | -$13.3K | 0.11% | 146 |
|
|
2021
Q2 | $412K | Sell |
9,641
-50
| -0.5% | -$2.28K | 0.12% | 144 |
|
|
2021
Q1 | $426K | Sell |
9,691
-50
| -0.5% | -$2.05K | 0.13% | 141 |
|
|
2020
Q4 | $339K | Sell |
9,741
-645
| -6% | -$18.4K | 0.12% | 147 |
|
|
2020
Q3 | $228K | Sell |
10,386
-66
| -0.6% | -$1.4K | 0.09% | 162 |
|
|
2020
Q2 | $212K | Sell |
10,452
-322
| -3% | -$6.04K | 0.09% | 156 |
|
|
2020
Q1 | $201K | Sell |
10,774
-7
| -0.1% | -$209 | 0.1% | 150 |
|
|
2019
Q4 | $394K | Sell |
10,781
-50
| -0.5% | -$1.74K | 0.15% | 135 |
|
|
2019
Q3 | $364K | Sell |
10,831
-226
| -2% | -$7.38K | 0.15% | 135 |
|
|
2019
Q2 | $373K | Sell |
11,057
-100
| -0.9% | -$3.45K | 0.16% | 140 |
|
|
2019
Q1 | $373K | Buy |
11,157
+75
| +0.7% | +$2.58K | 0.16% | 135 |
|
|
2018
Q4 | $332K | Sell |
11,082
-840
| -7% | -$27.4K | 0.16% | 134 |
|
|
2018
Q3 | $422K | Buy |
11,922
+515
| +5% | +$20.3K | 0.16% | 137 |
|
|
2018
Q2 | $466K | Sell |
11,407
-381
| -3% | -$15.8K | 0.2% | 130 |
|
|
2018
Q1 | $471K | Buy |
11,788
+20
| +0.2% | +$826 | 0.2% | 127 |
|
|
2017
Q4 | $479K | Sell |
11,768
-113
| -1% | -$4.11K | 0.19% | 131 |
|
|
2017
Q3 | $423K | Sell |
11,881
-75
| -0.6% | -$2.52K | 0.18% | 134 |
|
|
2017
Q2 | $403K | Sell |
11,956
-75
| -0.6% | -$2.59K | 0.18% | 132 |
|
|
2017
Q1 | $449K | Hold |
12,031
| – | – | 0.2% | 128 |
|
|
2016
Q4 | $453K | Sell |
12,031
-100
| -0.8% | -$3.33K | 0.21% | 125 |
|
|
2016
Q3 | $366K | Hold |
12,131
| – | – | 0.18% | 133 |
|
|
2016
Q2 | $373K | Sell |
12,131
-296
| -2% | -$9.85K | 0.19% | 130 |
|
|
2016
Q1 | $428K | Sell |
12,427
-250
| -2% | -$8.37K | 0.22% | 122 |
|
|
2015
Q4 | $457K | Hold |
12,677
| – | – | 0.23% | 124 |
|
|
2015
Q3 | $453K | Buy |
12,677
+69
| +0.5% | +$2.49K | 0.24% | 118 |
|
|
2015
Q2 | $453K | Hold |
12,608
| – | – | 0.22% | 119 |
|
|
2015
Q1 | $413K | Hold |
12,608
| – | – | 0.2% | 122 |
|
|
2014
Q4 | $365K | Hold |
12,608
| – | – | 0.18% | 124 |
|
|
2014
Q3 | $384K | Hold |
12,608
| – | – | 0.2% | 125 |
|
|
2014
Q2 | $422K | Hold |
12,608
| – | – | 0.21% | 127 |
|
|
2014
Q1 | $438K | Sell |
12,608
-442
| -3% | -$14.5K | 0.23% | 121 |
|
|
2013
Q4 | $430K | Sell |
13,050
-1,685
| -11% | -$53.5K | 0.22% | 120 |
|
|
2013
Q3 | $460K | Buy |
14,735
+1,000
| +7% | +$29.7K | 0.22% | 123 |
|
|
2013
Q2 | $357K | Buy |
+13,735
| New | +$347K | 0.21% | 107 |
|
Other funds holding BKU
Dumont & Blake Investment Advisors's BKU Position: Q1 2023 in Review
Dumont & Blake Investment Advisors sold out of Bankunited (BKU) in Q1 2023, closing a stake of 7,511 shares — an estimated $255K sold.
Dumont & Blake Investment Advisors first reported a position in BKU in Q2 2013 and held it in 39 quarters. The position peaked at $479K in Q4 2017. 206 funds tracked by Wall St. Rank hold BKU as of Q1 2023.
- Dumont & Blake Investment Advisors reported no remaining Bankunited position as of Q1 2023 after selling out during the quarter.
- Dumont & Blake Investment Advisors sold 7,511 Bankunited shares in Q1 2023, an estimated $255K.
- Dumont & Blake Investment Advisors first reported a position in Bankunited in Q2 2013 and held it in 39 quarters.
- Dumont & Blake Investment Advisors's Bankunited position peaked at $479K in Q4 2017.
- 206 funds tracked by Wall St. Rank held Bankunited as of Q1 2023.
Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.