Migdal Insurance & Financial Holdings’s Bankunited BKU Stock Holding History

Migdal Insurance & Financial Holdings’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
2019 Q4	–	Sell	-507	Closed	-$17K	–	737
2019 Q3	$17K	Sell	507 -242	-32%	-$7.9K	﹤0.01%	672
2019 Q2	$25K	Sell	749 -281	-27%	-$9.69K	﹤0.01%	664
2019 Q1	$34K	Buy	+1,030	New	+$35.5K	﹤0.01%	610
2018 Q3	–	Sell	-2,970	Closed	-$121K	–	774
2018 Q2	$121K	Buy	+2,970	New	+$123K	﹤0.01%	488
2018 Q1	–	Sell	-430	Closed	-$17K	–	706
2017 Q4	$17K	Sell	430 -1,002	-70%	-$36.5K	﹤0.01%	498
2017 Q3	$51K	Buy	+1,432	New	+$48.1K	﹤0.01%	447

Other funds holding BKU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BKU Position: Q4 2019 in Review

Migdal Insurance & Financial Holdings sold out of Bankunited (BKU) in Q4 2019, closing a stake of 507 shares — an estimated $17K sold.

Migdal Insurance & Financial Holdings first reported a position in BKU in Q3 2017 and held it in 6 quarters. The position peaked at $121K in Q2 2018. 232 funds tracked by Wall St. Rank hold BKU as of Q4 2019.

Migdal Insurance & Financial Holdings reported no remaining Bankunited position as of Q4 2019 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 507 Bankunited shares in Q4 2019, an estimated $17K.
Migdal Insurance & Financial Holdings first reported a position in Bankunited in Q3 2017 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's Bankunited position peaked at $121K in Q2 2018.
232 funds tracked by Wall St. Rank held Bankunited as of Q4 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.