Everence Capital Management’s Bankunited BKU Stock Holding History

Everence Capital Management’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
2024 Q4	–	Sell	-9,140	Closed	-$333K	–	844
2024 Q3	$333K	Sell	9,140 -3,060	-25%	-$109K	0.02%	547
2024 Q2	$326	Hold	12,200	–	–	0.02%	521
2024 Q1	$342	Hold	12,200	–	–	0.02%	530
2023 Q4	$396K	Hold	12,200	–	–	0.03%	472
2023 Q3	$277	Hold	12,200	–	–	0.02%	571
2023 Q2	$231K	Hold	12,200	–	–	0.02%	603
2023 Q1	$275	Hold	12,200	–	–	0.02%	570
2022 Q4	$414	Buy	12,200 +6,200	+103%	+$219K	0.04%	435
2022 Q3	$205K	Buy	+6,000	New	+$224K	0.02%	646
2022 Q2	–	Sell	-14,690	Closed	-$646K	–	716
2022 Q1	$646K	Hold	14,690	–	–	0.05%	310
2021 Q4	$622K	Hold	14,690	–	–	0.05%	342
2021 Q3	$614K	Buy	14,690 +5,550	+61%	+$227K	0.05%	321
2021 Q2	$390K	Buy	9,140 +2,510	+38%	+$115K	0.03%	478
2021 Q1	$291K	Buy	+6,630	New	+$272K	0.03%	570

Other funds holding BKU

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

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Everence Capital Management's BKU Position: Q4 2024 in Review

Everence Capital Management sold out of Bankunited (BKU) in Q4 2024, closing a stake of 9,140 shares — an estimated $333K sold.

Everence Capital Management first reported a position in BKU in Q1 2021 and held it in 14 quarters. The position peaked at $646K in Q1 2022. 270 funds tracked by Wall St. Rank hold BKU as of Q4 2024.

Everence Capital Management reported no remaining Bankunited position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 9,140 Bankunited shares in Q4 2024, an estimated $333K.
Everence Capital Management first reported a position in Bankunited in Q1 2021 and held it in 14 quarters.
Everence Capital Management's Bankunited position peaked at $646K in Q1 2022.
270 funds tracked by Wall St. Rank held Bankunited as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.