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Mendota Financial Group’s Bankunited BKU Stock Holding History

Mendota Financial 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
2024
Q4 		– Sell
-5
Closed -$183 – 479
2024
Q3 		$183 Buy
+5
New +$178 ﹤0.01% 657
2023
Q4 		– Sell
-120
Closed -$2.72K – 378
2023
Q3 		$2.72K Hold
120
– – ﹤0.01% 240
2023
Q2 		$2.59K Buy
+120
New +$2.47K ﹤0.01% 239
2023
Q1 		– Sell
-120
Closed -$4.08K – 310
2022
Q4 		$4.08K Buy
+120
New +$4.24K 0.01% 244

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Mendota Financial Group's BKU Position: Q4 2024 in Review

Mendota Financial Group sold out of Bankunited (BKU) in Q4 2024, closing a stake of 5 shares — an estimated $183 sold.

Mendota Financial Group first reported a position in BKU in Q4 2022 and held it in 4 quarters. The position peaked at $4.08K in Q4 2022. 270 funds tracked by Wall St. Rank hold BKU as of Q4 2024.

  • Mendota Financial Group reported no remaining Bankunited position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 5 Bankunited shares in Q4 2024, an estimated $183.
  • Mendota Financial Group first reported a position in Bankunited in Q4 2022 and held it in 4 quarters.
  • Mendota Financial Group's Bankunited position peaked at $4.08K in Q4 2022.
  • 270 funds tracked by Wall St. Rank held Bankunited as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.