Empire Life Investments’s Bankunited BKU Stock Holding History

Empire Life 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
2020 Q2	–	Sell	-43,264	Closed	-$809K	–	98
2020 Q1	$809K	Sell	43,264 -3,088	-7%	-$92.3K	0.07%	82
2019 Q4	$1.7M	Sell	46,352 -5,000	-10%	-$174K	0.13%	70
2019 Q3	$1.73M	Hold	51,352	–	–	0.14%	74
2019 Q2	$1.73M	Buy	51,352 +3,653	+8%	+$126K	0.14%	75
2019 Q1	$1.59M	Sell	47,699 -12,909	-21%	-$445K	0.13%	72
2018 Q4	$1.81M	Buy	60,608 +22,507	+59%	+$733K	0.16%	74
2018 Q3	$1.35M	Sell	38,101 -4,555	-11%	-$179K	0.1%	83
2018 Q2	$1.74M	Sell	42,656 -64,012	-60%	-$2.65M	0.13%	84
2018 Q1	$4.26M	Buy	106,668 +8,096	+8%	+$334K	0.3%	79
2017 Q4	$4.01M	Buy	+98,572	New	+$3.59M	0.31%	76

Other funds holding BKU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Empire Life Investments's BKU Position: Q2 2020 in Review

Empire Life Investments sold out of Bankunited (BKU) in Q2 2020, closing a stake of 43,264 shares — an estimated $809K sold.

Empire Life Investments first reported a position in BKU in Q4 2017 and held it in 10 quarters. The position peaked at $4.26M in Q1 2018. 192 funds tracked by Wall St. Rank hold BKU as of Q2 2020.

Empire Life Investments reported no remaining Bankunited position as of Q2 2020 after selling out during the quarter.
Empire Life Investments sold 43,264 Bankunited shares in Q2 2020, an estimated $809K.
Empire Life Investments first reported a position in Bankunited in Q4 2017 and held it in 10 quarters.
Empire Life Investments's Bankunited position peaked at $4.26M in Q1 2018.
192 funds tracked by Wall St. Rank held Bankunited as of Q2 2020.

Based on Empire Life Investments's 13F filing for Q2 2020, filed 3 Aug 2020.