LMCG Investments’s Bankunited BKU Stock Holding History

LMCG Investments’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
2023 Q1	–	Sell	-5,915	Closed	-$201K	–	301
2022 Q4	$201K	Hold	5,915	–	–	0.01%	299
2022 Q3	$202K	Sell	5,915 -510	-8%	-$19.1K	0.01%	311
2022 Q2	$229K	Hold	6,425	–	–	0.02%	306
2022 Q1	$282K	Buy	+6,425	New	+$279K	0.02%	306
2015 Q3	$9.81M	Buy	274,371 +1,974	+0.7%	+$71.3K	0.21%	185
2015 Q2	$9.79M	Buy	272,397 +4,300	+2%	+$147K	0.21%	183
2015 Q1	$8.78M	Sell	268,097 -399,631	-60%	-$12.3M	0.18%	225
2014 Q4	$19.3M	Sell	667,728 -162,434	-20%	-$4.8M	0.42%	62
2014 Q3	$25.3M	Sell	830,162 -34,237	-4%	-$1.09M	0.57%	32
2014 Q2	$28.9M	Sell	864,399 -207,862	-19%	-$6.9M	0.62%	28
2014 Q1	$37.3M	Sell	1,072,261 -99,917	-9%	-$3.27M	0.83%	9
2013 Q4	$38.6M	Sell	1,172,178 -1,539	-0.1%	-$48.9K	0.82%	9
2013 Q3	$36.6M	Buy	1,173,717 +19,339	+2%	+$575K	0.88%	9
2013 Q2	$30M	Buy	+1,154,378	New	+$29.2M	0.79%	15

Other funds holding BKU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LMCG Investments's BKU Position: Q1 2023 in Review

LMCG Investments sold out of Bankunited (BKU) in Q1 2023, closing a stake of 5,915 shares — an estimated $201K sold.

LMCG Investments first reported a position in BKU in Q2 2013 and held it in 14 quarters. The position peaked at $38.6M in Q4 2013. 206 funds tracked by Wall St. Rank hold BKU as of Q1 2023.

LMCG Investments reported no remaining Bankunited position as of Q1 2023 after selling out during the quarter.
LMCG Investments sold 5,915 Bankunited shares in Q1 2023, an estimated $201K.
LMCG Investments first reported a position in Bankunited in Q2 2013 and held it in 14 quarters.
LMCG Investments's Bankunited position peaked at $38.6M in Q4 2013.
206 funds tracked by Wall St. Rank held Bankunited as of Q1 2023.

Based on LMCG Investments's 13F filing for Q1 2023, filed 5 May 2023.