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Orion Portfolio Solutions’s Bankunited BKU Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-208
Closed -$4K – 615
2020
Q2 		$4K Sell
208
-500
-71% -$9.37K ﹤0.01% 1525
2020
Q1 		$13K Buy
708
+410
+138% +$12.3K ﹤0.01% 967
2019
Q4 		$11K Buy
+298
New +$10.4K ﹤0.01% 959

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Orion Portfolio Solutions's BKU Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Bankunited (BKU) in Q3 2020, closing a stake of 208 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in BKU in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q1 2020. 195 funds tracked by Wall St. Rank hold BKU as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Bankunited position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 208 Bankunited shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in Bankunited in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Bankunited position peaked at $13K in Q1 2020.
  • 195 funds tracked by Wall St. Rank held Bankunited as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.