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Sageworth Trust Company of South Dakota’s Bankunited BKU Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-52
Closed -$2K – 288
2022
Q2 		$2K Hold
52
– – ﹤0.01% 347
2022
Q1 		$2K Sell
52
-237
-82% -$10.3K ﹤0.01% 384
2021
Q4 		$12K Buy
+289
New +$12.1K 0.02% 323

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sageworth Trust Company of South Dakota's BKU Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Bankunited (BKU) in Q3 2022, closing a stake of 52 shares — an estimated $2K sold.

Sageworth Trust Company of South Dakota first reported a position in BKU in Q4 2021 and held it in 3 quarters. The position peaked at $12K in Q4 2021. 235 funds tracked by Wall St. Rank hold BKU as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Bankunited position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 52 Bankunited shares in Q3 2022, an estimated $2K.
  • Sageworth Trust Company of South Dakota first reported a position in Bankunited in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Bankunited position peaked at $12K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Bankunited as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.