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Joel Greenblatt’s Bankunited BKU Stock Holding History

Joel Greenblatt’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
2018
Q2 		– Sell
-7,339
Closed -$293K – 883
2018
Q1 		$293K Buy
7,339
+161
+2% +$6.65K ﹤0.01% 814
2017
Q4 		$292K Sell
7,178
-932
-11% -$33.9K ﹤0.01% 823
2017
Q3 		$288K Buy
8,110
+1,355
+20% +$45.5K ﹤0.01% 809
2017
Q2 		$228K Buy
+6,755
New +$233K ﹤0.01% 882
2014
Q2 		– Sell
-6,340
Closed -$220K – 994
2014
Q1 		$220K Sell
6,340
-5,818
-48% -$190K ﹤0.01% 955
2013
Q4 		$400K Sell
12,158
-617
-5% -$19.6K 0.01% 808
2013
Q3 		$398K Sell
12,775
-594
-4% -$17.7K 0.01% 725
2013
Q2 		$348K Buy
+13,369
New +$338K 0.01% 740

Other funds holding BKU

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 $999B AUM 46.22% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Joel Greenblatt's BKU Position: Q2 2018 in Review

Joel Greenblatt sold out of Bankunited (BKU) in Q2 2018, closing a stake of 7,339 shares — an estimated $293K sold.

Joel Greenblatt first reported a position in BKU in Q2 2013 and held it in 8 quarters. The position peaked at $400K in Q4 2013. 272 funds tracked by Wall St. Rank hold BKU as of Q2 2018.

  • Joel Greenblatt reported no remaining Bankunited position as of Q2 2018 after selling out during the quarter.
  • Joel Greenblatt sold 7,339 Bankunited shares in Q2 2018, an estimated $293K.
  • Joel Greenblatt first reported a position in Bankunited in Q2 2013 and held it in 8 quarters.
  • Joel Greenblatt's Bankunited position peaked at $400K in Q4 2013.
  • 272 funds tracked by Wall St. Rank held Bankunited as of Q2 2018.

Based on Gotham Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.