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Oak Ridge Investments’s Bankunited BKU Stock Holding History

Oak Ridge 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
2017
Q3 		– Sell
-1,246,672
Closed -$42M – 162
2017
Q2 		$42M Sell
1,246,672
-101,114
-8% -$3.49M 1.34% 25
2017
Q1 		$50.3M Sell
1,347,786
-201,322
-13% -$7.66M 1.69% 18
2016
Q4 		$58.4M Sell
1,549,108
-267,671
-15% -$8.92M 1.89% 15
2016
Q3 		$54.9M Sell
1,816,779
-205,651
-10% -$6.3M 1.42% 25
2016
Q2 		$62.1M Sell
2,022,430
-134,667
-6% -$4.48M 1.6% 22
2016
Q1 		$74.3M Sell
2,157,097
-29,828
-1% -$998K 1.87% 16
2015
Q4 		$78.9M Sell
2,186,925
-4,460
-0.2% -$166K 1.89% 14
2015
Q3 		$78.3M Buy
2,191,385
+104,951
+5% +$3.79M 1.87% 17
2015
Q2 		$75M Buy
2,086,434
+95,105
+5% +$3.25M 1.59% 18
2015
Q1 		$65.2M Buy
1,991,329
+10,125
+0.5% +$311K 1.46% 24
2014
Q4 		$57.4M Buy
1,981,204
+6,339
+0.3% +$187K 1.37% 28
2014
Q3 		$60.2M Sell
1,974,865
-17,272
-0.9% -$550K 1.57% 16
2014
Q2 		$66.7M Buy
1,992,137
+14,646
+0.7% +$486K 1.59% 16
2014
Q1 		$68.8M Buy
1,977,491
+62,429
+3% +$2.04M 1.73% 15
2013
Q4 		$63M Buy
1,915,062
+2,929
+0.2% +$93K 1.65% 17
2013
Q3 		$59.6M Sell
1,912,133
-4,599
-0.2% -$137K 1.65% 20
2013
Q2 		$49.9M Buy
+1,916,732
New +$48.4M 1.56% 23

Other funds holding BKU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Oak Ridge Investments's BKU Position: Q3 2017 in Review

Oak Ridge Investments sold out of Bankunited (BKU) in Q3 2017, closing a stake of 1,246,672 shares — an estimated $42M sold.

Oak Ridge Investments first reported a position in BKU in Q2 2013 and held it in 17 quarters. The position peaked at $78.9M in Q4 2015. 246 funds tracked by Wall St. Rank hold BKU as of Q3 2017.

  • Oak Ridge Investments reported no remaining Bankunited position as of Q3 2017 after selling out during the quarter.
  • Oak Ridge Investments sold 1,246,672 Bankunited shares in Q3 2017, an estimated $42M.
  • Oak Ridge Investments first reported a position in Bankunited in Q2 2013 and held it in 17 quarters.
  • Oak Ridge Investments's Bankunited position peaked at $78.9M in Q4 2015.
  • 246 funds tracked by Wall St. Rank held Bankunited as of Q3 2017.

Based on Oak Ridge Investments's 13F filing for Q3 2017, filed 7 Nov 2017.