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Poplar Forest Capital’s Bankunited BKU Stock Holding History

Poplar Forest Capital’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
2021
Q4 		– Sell
-11,452
Closed -$479K – 58
2021
Q3 		$479K Hold
11,452
– – 0.05% 47
2021
Q2 		$489K Buy
11,452
+2,060
+22% +$94.1K 0.05% 52
2021
Q1 		$413K Hold
9,392
– – 0.04% 58
2020
Q4 		$327K Buy
+9,392
New +$268K 0.04% 58

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Poplar Forest Capital's BKU Position: Q4 2021 in Review

Poplar Forest Capital sold out of Bankunited (BKU) in Q4 2021, closing a stake of 11,452 shares — an estimated $479K sold.

Poplar Forest Capital first reported a position in BKU in Q4 2020 and held it in 4 quarters. The position peaked at $489K in Q2 2021. 222 funds tracked by Wall St. Rank hold BKU as of Q4 2021.

  • Poplar Forest Capital reported no remaining Bankunited position as of Q4 2021 after selling out during the quarter.
  • Poplar Forest Capital sold 11,452 Bankunited shares in Q4 2021, an estimated $479K.
  • Poplar Forest Capital first reported a position in Bankunited in Q4 2020 and held it in 4 quarters.
  • Poplar Forest Capital's Bankunited position peaked at $489K in Q2 2021.
  • 222 funds tracked by Wall St. Rank held Bankunited as of Q4 2021.

Based on Poplar Forest Capital's 13F filing for Q4 2021, filed 28 Jan 2022.