Pathstone Family Office’s Bankunited BKU Stock Holding History

Pathstone Family Office’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
2023 Q1	–	Sell	-12,246	Closed	-$407K	–	1242
2022 Q4	$407K	Sell	12,246 -9,859	-45%	-$348K	﹤0.01%	1185
2022 Q3	$755K	Buy	22,105 +14,174	+179%	+$530K	0.01%	879
2022 Q2	$282K	Buy	7,931 +1,394	+21%	+$55.2K	0.01%	821
2022 Q1	$287K	Sell	6,537 -466	-7%	-$20.2K	0.01%	772
2021 Q4	$296K	Buy	7,003 +32	+0.5%	+$1.34K	0.01%	712
2021 Q3	$292K	Buy	6,971 +49	+0.7%	+$2.01K	0.01%	687
2021 Q2	$296K	Buy	6,922 +109	+2%	+$4.98K	0.01%	654
2021 Q1	$299K	Buy	+6,813	New	+$280K	0.01%	486
2019 Q2	–	Sell	-81	Closed	-$3K	–	657
2019 Q1	$3K	Hold	81	–	–	﹤0.01%	672
2018 Q4	$2K	Buy	+81	New	+$2.64K	﹤0.01%	442

Other funds holding BKU

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pathstone Family Office's BKU Position: Q1 2023 in Review

Pathstone Family Office sold out of Bankunited (BKU) in Q1 2023, closing a stake of 12,246 shares — an estimated $407K sold.

Pathstone Family Office first reported a position in BKU in Q4 2018 and held it in 10 quarters. The position peaked at $755K in Q3 2022. 206 funds tracked by Wall St. Rank hold BKU as of Q1 2023.

Pathstone Family Office reported no remaining Bankunited position as of Q1 2023 after selling out during the quarter.
Pathstone Family Office sold 12,246 Bankunited shares in Q1 2023, an estimated $407K.
Pathstone Family Office first reported a position in Bankunited in Q4 2018 and held it in 10 quarters.
Pathstone Family Office's Bankunited position peaked at $755K in Q3 2022.
206 funds tracked by Wall St. Rank held Bankunited as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.