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Freestone Capital Holdings’s Bankunited BKU Stock Holding History

Freestone Capital Holdings’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
Q4 		– Sell
-40,270
Closed -$914K – 407
2023
Q3 		$914K Hold
40,270
– – 0.05% 184
2023
Q2 		$868K Buy
+40,270
New +$829K 0.04% 206

Other funds holding BKU

BlackRock
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Freestone Capital Holdings's BKU Position: Q4 2023 in Review

Freestone Capital Holdings sold out of Bankunited (BKU) in Q4 2023, closing a stake of 40,270 shares — an estimated $914K sold.

Freestone Capital Holdings first reported a position in BKU in Q2 2023 and held it in 2 quarters. The position peaked at $914K in Q3 2023. 241 funds tracked by Wall St. Rank hold BKU as of Q4 2023.

  • Freestone Capital Holdings reported no remaining Bankunited position as of Q4 2023 after selling out during the quarter.
  • Freestone Capital Holdings sold 40,270 Bankunited shares in Q4 2023, an estimated $914K.
  • Freestone Capital Holdings first reported a position in Bankunited in Q2 2023 and held it in 2 quarters.
  • Freestone Capital Holdings's Bankunited position peaked at $914K in Q3 2023.
  • 241 funds tracked by Wall St. Rank held Bankunited as of Q4 2023.

Based on Freestone Capital Holdings's 13F filing for Q4 2023, filed 13 Feb 2024.