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Salem Investment Counselors’s Bankunited BKU Stock Holding History

Salem Investment Counselors’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
Q4 		– Sell
-75
Closed -$2.73K – 1210
2024
Q3 		$2.73K Hold
75
– – ﹤0.01% 996
2024
Q2 		$2.2K Hold
75
– – ﹤0.01% 1011
2024
Q1 		$2.1K Hold
75
– – ﹤0.01% 1019
2023
Q4 		$2.43K Hold
75
– – ﹤0.01% 969
2023
Q3 		$1.7K Hold
75
– – ﹤0.01% 983
2023
Q2 		$1.62K Hold
75
– – ﹤0.01% 1023
2023
Q1 		$1.69K Hold
75
– – ﹤0.01% 994
2022
Q4 		$2.55K Hold
75
– – ﹤0.01% 936
2022
Q3 		$3K Hold
75
– – ﹤0.01% 902
2022
Q2 		$3K Hold
75
– – ﹤0.01% 928
2022
Q1 		$3K Hold
75
– – ﹤0.01% 886
2021
Q4 		$3K Hold
75
– – ﹤0.01% 963
2021
Q3 		$3K Hold
75
– – ﹤0.01% 879
2021
Q2 		$3K Hold
75
– – ﹤0.01% 812
2021
Q1 		$3K Hold
75
– – ﹤0.01% 780
2020
Q4 		$3K Sell
75
-250
-77% -$7.14K ﹤0.01% 737
2020
Q3 		$7K Sell
325
-400
-55% -$8.48K ﹤0.01% 583
2020
Q2 		$15K Sell
725
-3,000
-81% -$56.2K ﹤0.01% 520
2020
Q1 		$70K Hold
3,725
– – 0.01% 309
2019
Q4 		$136K Hold
3,725
– – 0.01% 280
2019
Q3 		$125K Sell
3,725
-10,000
-73% -$326K 0.01% 280
2019
Q2 		$463K Sell
13,725
-700
-5% -$24.1K 0.04% 190
2019
Q1 		$511K Buy
14,425
+1,200
+9% +$41.4K 0.05% 157
2018
Q4 		$396K Sell
13,225
-1,200
-8% -$39.1K 0.05% 153
2018
Q3 		$511K Hold
14,425
– – 0.05% 157
2018
Q2 		$589K Hold
14,425
– – 0.05% 148
2018
Q1 		$565K Hold
14,425
– – 0.06% 146
2017
Q4 		$587K Hold
14,425
– – 0.06% 149
2017
Q3 		$514K Buy
+14,425
New +$485K 0.06% 155

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Salem Investment Counselors's BKU Position: Q4 2024 in Review

Salem Investment Counselors sold out of Bankunited (BKU) in Q4 2024, closing a stake of 75 shares — an estimated $2.73K sold.

Salem Investment Counselors first reported a position in BKU in Q3 2017 and held it in 29 quarters. The position peaked at $589K in Q2 2018. 270 funds tracked by Wall St. Rank hold BKU as of Q4 2024.

  • Salem Investment Counselors reported no remaining Bankunited position as of Q4 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 75 Bankunited shares in Q4 2024, an estimated $2.73K.
  • Salem Investment Counselors first reported a position in Bankunited in Q3 2017 and held it in 29 quarters.
  • Salem Investment Counselors's Bankunited position peaked at $589K in Q2 2018.
  • 270 funds tracked by Wall St. Rank held Bankunited as of Q4 2024.

Based on Salem Investment Counselors's 13F filing for Q4 2024, filed 13 Jan 2025.