Holocene Advisors
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Holocene Advisors’s Bankunited BKU Stock Holding History

Holocene Advisors’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
-11,367
Closed -$369K – 717
2023
Q4 		$369K Sell
11,367
-70,425
-86% -$1.83M ﹤0.01% 667
2023
Q3 		$1.86M Sell
81,792
-31,978
-28% -$820K 0.01% 573
2023
Q2 		$2.45M Buy
+113,770
New +$2.34M 0.01% 507
2020
Q1 		– Sell
-35,930
Closed -$1.31M – 682
2019
Q4 		$1.31M Sell
35,930
-663,899
-95% -$23.1M 0.01% 507
2019
Q3 		$23.5M Buy
+699,829
New +$22.8M 0.24% 101
2018
Q4 		– Sell
-27,420
Closed -$971K – 651
2018
Q3 		$971K Buy
+27,420
New +$1.08M 0.02% 328
2018
Q1 		– Sell
-9,678
Closed -$394K – 553
2017
Q4 		$394K Buy
+9,678
New +$352K 0.01% 477

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

Holocene Advisors's BKU Position: Q1 2024 in Review

Holocene Advisors sold out of Bankunited (BKU) in Q1 2024, closing a stake of 11,367 shares — an estimated $369K sold.

Holocene Advisors first reported a position in BKU in Q4 2017 and held it in 7 quarters. The position peaked at $23.5M in Q3 2019. 240 funds tracked by Wall St. Rank hold BKU as of Q1 2024.

  • Holocene Advisors reported no remaining Bankunited position as of Q1 2024 after selling out during the quarter.
  • Holocene Advisors sold 11,367 Bankunited shares in Q1 2024, an estimated $369K.
  • Holocene Advisors first reported a position in Bankunited in Q4 2017 and held it in 7 quarters.
  • Holocene Advisors's Bankunited position peaked at $23.5M in Q3 2019.
  • 240 funds tracked by Wall St. Rank held Bankunited as of Q1 2024.

Based on Holocene Advisors's 13F filing for Q1 2024, filed 15 May 2024.