Sageworth Trust’s Bankunited BKU Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-87	Closed	-$4K	–	405
2021 Q4	$4K	Sell	87 -293	-77%	-$12.3K	﹤0.01%	428
2021 Q3	$16K	Hold	380	–	–	﹤0.01%	411
2021 Q2	$16K	Buy	+380	New	+$17.4K	﹤0.01%	447

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 Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Sageworth Trust's BKU Position: Q1 2022 in Review

Sageworth Trust sold out of Bankunited (BKU) in Q1 2022, closing a stake of 87 shares — an estimated $4K sold.

Sageworth Trust first reported a position in BKU in Q2 2021 and held it in 3 quarters. The position peaked at $16K in Q3 2021. 218 funds tracked by Wall St. Rank hold BKU as of Q1 2022.

Sageworth Trust reported no remaining Bankunited position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 87 Bankunited shares in Q1 2022, an estimated $4K.
Sageworth Trust first reported a position in Bankunited in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Bankunited position peaked at $16K in Q3 2021.
218 funds tracked by Wall St. Rank held Bankunited as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.