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North Reef Capital Management’s Bankunited BKU Stock Holding History

North Reef Capital Management’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
2022
Q3 		– Sell
-125,000
Closed -$4.45M – 38
2022
Q2 		$4.45M Buy
+125,000
New +$4.95M 1.25% 23
2022
Q1 		– Sell
-240,229
Closed -$10.2M – 36
2021
Q4 		$10.2M Buy
+240,229
New +$10.1M 4.69% 7

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

North Reef Capital Management's BKU Position: Q3 2022 in Review

North Reef Capital Management sold out of Bankunited (BKU) in Q3 2022, closing a stake of 125,000 shares — an estimated $4.45M sold.

North Reef Capital Management first reported a position in BKU in Q4 2021 and held it in 2 quarters. The position peaked at $10.2M in Q4 2021. 235 funds tracked by Wall St. Rank hold BKU as of Q3 2022.

  • North Reef Capital Management reported no remaining Bankunited position as of Q3 2022 after selling out during the quarter.
  • North Reef Capital Management sold 125,000 Bankunited shares in Q3 2022, an estimated $4.45M.
  • North Reef Capital Management first reported a position in Bankunited in Q4 2021 and held it in 2 quarters.
  • North Reef Capital Management's Bankunited position peaked at $10.2M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Bankunited as of Q3 2022.

Based on North Reef Capital Management's 13F filing for Q3 2022, filed 10 Nov 2022.