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Ellevest Inc’s Bankunited BKU Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-93
Closed -$2.1K – 524
2023
Q1 		$2.1K Buy
+93
New +$3.03K ﹤0.01% 1431
2022
Q4 		– Sell
-12
Closed – – 1854
2022
Q3 		$0 Buy
+12
New +$449 ﹤0.01% 1620
2021
Q4 		– Sell
-11
Closed – – 1426
2021
Q3 		$0 Buy
+11
New +$450 ﹤0.01% 1412
2020
Q3 		– Sell
-378
Closed -$8K – 1143
2020
Q2 		$8K Buy
378
+304
+411% +$5.7K ﹤0.01% 650
2020
Q1 		$1K Buy
74
+29
+64% +$866 ﹤0.01% 846
2019
Q4 		$2K Buy
+45
New +$1.57K ﹤0.01% 669

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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

Ellevest Inc's BKU Position: Q2 2023 in Review

Ellevest Inc sold out of Bankunited (BKU) in Q2 2023, closing a stake of 93 shares — an estimated $2.1K sold.

Ellevest Inc first reported a position in BKU in Q4 2019 and held it in 6 quarters. The position peaked at $8K in Q2 2020. 215 funds tracked by Wall St. Rank hold BKU as of Q2 2023.

  • Ellevest Inc reported no remaining Bankunited position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 93 Bankunited shares in Q2 2023, an estimated $2.1K.
  • Ellevest Inc first reported a position in Bankunited in Q4 2019 and held it in 6 quarters.
  • Ellevest Inc's Bankunited position peaked at $8K in Q2 2020.
  • 215 funds tracked by Wall St. Rank held Bankunited as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.