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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
-6,123
Closed -$202K – 1223
2022
Q4 		$202K Sell
6,123
-4,870
-44% -$172K ﹤0.01% 1104
2022
Q3 		$376K Buy
10,993
+3,062
+39% +$115K 0.01% 808
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
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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 6,123 shares — an estimated $202K sold.

Pathstone Family Office first reported a position in BKU in Q4 2018 and held it in 10 quarters. The position peaked at $376K 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 6,123 Bankunited shares in Q1 2023, an estimated $202K.
  • 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 $376K 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.