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Forest Hill Capital’s Bankunited BKU Stock Holding History

Forest Hill Capital’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
Q3 		– Sell
-251,514
Closed -$5.09M – 44
2020
Q2 		$5.09M Buy
251,514
+3,000
+1% +$56.2K 2.2% 23
2020
Q1 		$4.65M Buy
248,514
+113,514
+84% +$3.39M 2.48% 19
2019
Q4 		$4.94M Buy
+135,000
New +$4.7M 1.63% 25
2016
Q2 		– Sell
-338,631
Closed -$11.7M – 52
2016
Q1 		$11.7M Sell
338,631
-592,000
-64% -$19.8M 1.41% 25
2015
Q4 		$33.6M Sell
930,631
-166,816
-15% -$6.2M 3.82% 13
2015
Q3 		$39.2M Buy
1,097,447
+203,000
+23% +$7.33M 3.72% 12
2015
Q2 		$32.1M Hold
894,447
– – 2.9% 18
2015
Q1 		$29.3M Hold
894,447
– – 2.86% 19
2014
Q4 		$25.9M Sell
894,447
-71,318
-7% -$2.11M 2.59% 19
2014
Q3 		$29.4M Buy
965,765
+11,819
+1% +$376K 3.17% 15
2014
Q2 		$31.9M Sell
953,946
-25,000
-3% -$829K 3.26% 14
2014
Q1 		$34M Sell
978,946
-235,000
-19% -$7.68M 3.4% 12
2013
Q4 		$40M Buy
1,213,946
+139,112
+13% +$4.42M 4.15% 11
2013
Q3 		$33.5M Buy
+1,074,834
New +$32M 4.54% 4

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Forest Hill Capital's BKU Position: Q3 2020 in Review

Forest Hill Capital sold out of Bankunited (BKU) in Q3 2020, closing a stake of 251,514 shares — an estimated $5.09M sold.

Forest Hill Capital first reported a position in BKU in Q3 2013 and held it in 14 quarters. The position peaked at $40M in Q4 2013. 195 funds tracked by Wall St. Rank hold BKU as of Q3 2020.

  • Forest Hill Capital reported no remaining Bankunited position as of Q3 2020 after selling out during the quarter.
  • Forest Hill Capital sold 251,514 Bankunited shares in Q3 2020, an estimated $5.09M.
  • Forest Hill Capital first reported a position in Bankunited in Q3 2013 and held it in 14 quarters.
  • Forest Hill Capital's Bankunited position peaked at $40M in Q4 2013.
  • 195 funds tracked by Wall St. Rank held Bankunited as of Q3 2020.

Based on Forest Hill Capital's 13F filing for Q3 2020, filed 16 Nov 2020.