JHP
BKU icon

James Hambro & Partners’s Bankunited BKU Stock Holding History

James Hambro & Partners’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
2021
Q2 		– Sell
-11,833
Closed -$520K – 89
2021
Q1 		$520K Hold
11,833
– – 0.05% 51
2020
Q4 		$411K Buy
+11,833
New +$338K 0.05% 52

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

James Hambro & Partners's BKU Position: Q2 2021 in Review

James Hambro & Partners sold out of Bankunited (BKU) in Q2 2021, closing a stake of 11,833 shares — an estimated $520K sold.

James Hambro & Partners first reported a position in BKU in Q4 2020 and held it in 2 quarters. The position peaked at $520K in Q1 2021. 218 funds tracked by Wall St. Rank hold BKU as of Q2 2021.

  • James Hambro & Partners reported no remaining Bankunited position as of Q2 2021 after selling out during the quarter.
  • James Hambro & Partners sold 11,833 Bankunited shares in Q2 2021, an estimated $520K.
  • James Hambro & Partners first reported a position in Bankunited in Q4 2020 and held it in 2 quarters.
  • James Hambro & Partners's Bankunited position peaked at $520K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held Bankunited as of Q2 2021.

Based on James Hambro & Partners's 13F filing for Q2 2021, filed 20 Jul 2021.