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Jefferies Group’s Bankunited BKU Stock Holding History

Jefferies Group’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
Q4 		– Sell
-5,205
Closed -$218K – 1632
2021
Q3 		$218K Buy
+5,205
New +$213K ﹤0.01% 1446
2020
Q1 		– Sell
-32,369
Closed -$1.18M – 2081
2019
Q4 		$1.18M Buy
32,369
+13,381
+70% +$466K 0.01% 1366
2019
Q3 		$638K Sell
18,988
-1,931
-9% -$63K ﹤0.01% 1755
2019
Q2 		$706K Buy
20,919
+14,371
+219% +$496K 0.01% 1484
2019
Q1 		$219K Buy
+6,548
New +$226K ﹤0.01% 1913
2018
Q4 		– Sell
-9,673
Closed -$342K – 2168
2018
Q3 		$342K Buy
+9,673
New +$381K ﹤0.01% 1811
2017
Q3 		– Sell
-44,922
Closed -$1.51M – 2338
2017
Q2 		$1.51M Buy
+44,922
New +$1.55M 0.01% 1082
2017
Q1 		– Sell
-7,052
Closed -$266K – 2327
2016
Q4 		$266K Buy
+7,052
New +$235K ﹤0.01% 1816
2015
Q4 		– Sell
-10,327
Closed -$369K – 2284
2015
Q3 		$369K Buy
10,327
+4,549
+79% +$164K ﹤0.01% 1653
2015
Q2 		$208K Buy
+5,778
New +$197K ﹤0.01% 1939
2015
Q1 		– Sell
-10,315
Closed -$299K – 2090
2014
Q4 		$299K Buy
+10,315
New +$305K ﹤0.01% 1547
2014
Q2 		– Sell
-14,024
Closed -$487K – 2078
2014
Q1 		$487K Buy
14,024
+2,707
+24% +$88.5K ﹤0.01% 1281
2013
Q4 		$373K Buy
+11,317
New +$360K ﹤0.01% 1277
2013
Q3 		– Sell
-9,306
Closed -$242K – 1931
2013
Q2 		$242K Buy
+9,306
New +$235K ﹤0.01% 1417

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Jefferies Group's BKU Position: Q4 2021 in Review

Jefferies Group sold out of Bankunited (BKU) in Q4 2021, closing a stake of 5,205 shares — an estimated $218K sold.

Jefferies Group first reported a position in BKU in Q2 2013 and held it in 14 quarters. The position peaked at $1.51M in Q2 2017. 222 funds tracked by Wall St. Rank hold BKU as of Q4 2021.

  • Jefferies Group reported no remaining Bankunited position as of Q4 2021 after selling out during the quarter.
  • Jefferies Group sold 5,205 Bankunited shares in Q4 2021, an estimated $218K.
  • Jefferies Group first reported a position in Bankunited in Q2 2013 and held it in 14 quarters.
  • Jefferies Group's Bankunited position peaked at $1.51M in Q2 2017.
  • 222 funds tracked by Wall St. Rank held Bankunited as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.