Janney Montgomery Scott
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Janney Montgomery Scott’s Bankunited BKU Stock Holding History

Janney Montgomery Scott’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
-6,836
Closed -$222K – 2730
2023
Q4 		$222K Sell
6,836
-6,373
-48% -$165K ﹤0.01% 2404
2023
Q3 		$300K Buy
13,209
+3,003
+29% +$77K ﹤0.01% 2134
2023
Q2 		$220K Buy
+10,206
New +$210K ﹤0.01% 2410
2022
Q2 		– Sell
-14,558
Closed -$640K – 2319
2022
Q1 		$640K Buy
+14,558
New +$631K ﹤0.01% 1490
2019
Q4 		– Sell
-8,084
Closed -$272K – 2065
2019
Q3 		$272K Buy
+8,084
New +$264K ﹤0.01% 1739
2018
Q3 		– Sell
-10,072
Closed -$411K – 2063
2018
Q2 		$411K Buy
10,072
+3,210
+47% +$133K ﹤0.01% 1494
2018
Q1 		$274K Buy
6,862
+7
+0.1% +$289 ﹤0.01% 1648
2017
Q4 		$279K Buy
6,855
+146
+2% +$5.31K ﹤0.01% 1625
2017
Q3 		$239K Sell
6,709
-1
-0% -$34 ﹤0.01% 1625
2017
Q2 		$226K Buy
6,710
+738
+12% +$25.5K ﹤0.01% 1569
2017
Q1 		$223K Sell
5,972
-673
-10% -$25.6K ﹤0.01% 1561
2016
Q4 		$250K Buy
+6,645
New +$221K ﹤0.01% 1431
2016
Q2 		– Sell
-6,242
Closed -$215K – 718
2016
Q1 		$215K Sell
6,242
-494
-7% -$16.5K 0.01% 1110
2015
Q4 		$243K Buy
+6,736
New +$250K 0.01% 1138

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

Janney Montgomery Scott's BKU Position: Q1 2024 in Review

Janney Montgomery Scott sold out of Bankunited (BKU) in Q1 2024, closing a stake of 6,836 shares — an estimated $222K sold.

Janney Montgomery Scott first reported a position in BKU in Q4 2015 and held it in 14 quarters. The position peaked at $640K in Q1 2022. 240 funds tracked by Wall St. Rank hold BKU as of Q1 2024.

  • Janney Montgomery Scott reported no remaining Bankunited position as of Q1 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 6,836 Bankunited shares in Q1 2024, an estimated $222K.
  • Janney Montgomery Scott first reported a position in Bankunited in Q4 2015 and held it in 14 quarters.
  • Janney Montgomery Scott's Bankunited position peaked at $640K in Q1 2022.
  • 240 funds tracked by Wall St. Rank held Bankunited as of Q1 2024.

Based on Janney Montgomery Scott's 13F filing for Q1 2024, filed 1 May 2024.