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Planning Capital Management Corporation’s Bankunited BKU Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$15.8K Hold
433
– – 0.01% 355
2024
Q2 		$12.7K Hold
433
– – 0.01% 368
2024
Q1 		$12.1K Buy
433
+265
+158% +$7.41K 0.01% 389
2023
Q4 		$5.45K Buy
+168
New +$4.36K ﹤0.01% 474

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Planning Capital Management Corporation's BKU Position: Q3 2024 in Review

Planning Capital Management Corporation held its Bankunited (BKU) position steady in Q3 2024 at 433 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #355.

Planning Capital Management Corporation first reported a position in BKU in Q4 2023 and has held it in 4 quarters since. 262 funds tracked by Wall St. Rank hold BKU as of Q3 2024.

  • Planning Capital Management Corporation held 433 shares of Bankunited worth $15.8K as of Q3 2024.
  • Planning Capital Management Corporation left its Bankunited share count unchanged in Q3 2024.
  • Bankunited made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #355 holding.
  • Planning Capital Management Corporation first reported a position in Bankunited in Q4 2023 and has held it in 4 quarters since.
  • 262 funds tracked by Wall St. Rank held Bankunited as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.