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Gradient Investments’s Bankunited BKU Stock Holding History

Gradient 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
2024
Q1 		– Sell
-46
Closed -$1.49K – 1310
2023
Q4 		$1.49K Hold
46
– – ﹤0.01% 1313
2023
Q3 		$1.04K Hold
46
– – ﹤0.01% 1358
2023
Q2 		$991 Buy
+46
New +$947 ﹤0.01% 1364
2015
Q1 		– Sell
-107,248
Closed -$3.11M – 646
2014
Q4 		$3.11M Buy
+107,248
New +$3.17M 0.51% 65

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gradient Investments's BKU Position: Q1 2024 in Review

Gradient Investments sold out of Bankunited (BKU) in Q1 2024, closing a stake of 46 shares — an estimated $1.49K sold.

Gradient Investments first reported a position in BKU in Q4 2014 and held it in 4 quarters. The position peaked at $3.11M in Q4 2014. 240 funds tracked by Wall St. Rank hold BKU as of Q1 2024.

  • Gradient Investments reported no remaining Bankunited position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 46 Bankunited shares in Q1 2024, an estimated $1.49K.
  • Gradient Investments first reported a position in Bankunited in Q4 2014 and held it in 4 quarters.
  • Gradient Investments's Bankunited position peaked at $3.11M in Q4 2014.
  • 240 funds tracked by Wall St. Rank held Bankunited as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.