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Occudo Quantitative Strategies’s Bankunited BKU Stock Holding History

Occudo Quantitative Strategies’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
Q4 		– Sell
-38,892
Closed -$1.33M – 980
2022
Q3 		$1.33M Buy
38,892
+12,595
+48% +$471K 0.1% 295
2022
Q2 		$935K Sell
26,297
-5,152
-16% -$204K 0.08% 405
2022
Q1 		$1.38M Sell
31,449
-15,995
-34% -$693K 0.12% 283
2021
Q4 		$2.01M Buy
47,444
+34,141
+257% +$1.43M 0.18% 156
2021
Q3 		$556K Buy
+13,303
New +$545K 0.07% 498

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Occudo Quantitative Strategies's BKU Position: Q4 2022 in Review

Occudo Quantitative Strategies sold out of Bankunited (BKU) in Q4 2022, closing a stake of 38,892 shares — an estimated $1.33M sold.

Occudo Quantitative Strategies first reported a position in BKU in Q3 2021 and held it in 5 quarters. The position peaked at $2.01M in Q4 2021. 222 funds tracked by Wall St. Rank hold BKU as of Q4 2022.

  • Occudo Quantitative Strategies reported no remaining Bankunited position as of Q4 2022 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 38,892 Bankunited shares in Q4 2022, an estimated $1.33M.
  • Occudo Quantitative Strategies first reported a position in Bankunited in Q3 2021 and held it in 5 quarters.
  • Occudo Quantitative Strategies's Bankunited position peaked at $2.01M in Q4 2021.
  • 222 funds tracked by Wall St. Rank held Bankunited as of Q4 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2022, filed 14 Feb 2023.