Marshall Wace North America’s Bankunited BKU Stock Holding History

Marshall Wace North America’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 Q3	$4.58M	Buy	+109,453	New	+$4.48M	0.02%	534
2020 Q3	–	Sell	-42,800	Closed	-$866K	–	1217
2020 Q2	$866K	Buy	+42,800	New	+$802K	0.01%	793
2019 Q2	–	Sell	-1,400	Closed	-$47K	–	1177
2019 Q1	$47K	Buy	+1,400	New	+$48.3K	﹤0.01%	1274
2018 Q4	–	Sell	-37,640	Closed	-$1.33M	–	1474
2018 Q3	$1.33M	Buy	+37,640	New	+$1.48M	0.01%	562
2018 Q1	–	Sell	-7,048	Closed	-$287K	–	1431
2017 Q4	$287K	Buy	+7,048	New	+$257K	﹤0.01%	1231
2017 Q3	–	Sell	-141,657	Closed	-$4.82M	–	1259
2017 Q2	$4.82M	Buy	141,657 +83,431	+143%	+$2.88M	0.04%	511
2017 Q1	$2.15M	Buy	+58,226	New	+$2.22M	0.02%	565

Other funds holding BKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Marshall Wace North America's BKU Position: Q3 2021 in Review

Marshall Wace North America opened a new position in Bankunited (BKU) in Q3 2021: 109,453 shares worth $4.58M. The stake represents 0.02% of the portfolio and ranks #534 among its holdings. This is a return to the name: Marshall Wace North America previously reported a position in BKU as recently as Q2 2020.

Marshall Wace North America first reported a position in BKU in Q1 2017 and has held it in 7 quarters since. The position peaked at $4.82M in Q2 2017. 222 funds tracked by Wall St. Rank hold BKU as of Q3 2021.

Marshall Wace North America held 109,453 shares of Bankunited worth $4.58M as of Q3 2021.
Bankunited was a new Marshall Wace North America position in Q3 2021.
Bankunited made up 0.02% of Marshall Wace North America's portfolio in Q3 2021, its #534 holding.
Marshall Wace North America first reported a position in Bankunited in Q1 2017 and has held it in 7 quarters since.
Marshall Wace North America's Bankunited position peaked at $4.82M in Q2 2017.
222 funds tracked by Wall St. Rank held Bankunited as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.