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Schubert & Co’s Bankunited BKU Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-27
Closed -$610 – 222
2023
Q1 		$610 Buy
27
+5
+23% +$163 ﹤0.01% 1363
2022
Q4 		$747 Sell
22
-11
-33% -$388 ﹤0.01% 1278
2022
Q3 		$1K Hold
33
– – ﹤0.01% 1016
2022
Q2 		$1K Buy
33
+17
+106% +$673 ﹤0.01% 1005
2022
Q1 		$1K Buy
16
+4
+33% +$173 ﹤0.01% 592
2021
Q4 		$1K Buy
+12
New +$503 ﹤0.01% 538

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Schubert & Co's BKU Position: Q2 2023 in Review

Schubert & Co sold out of Bankunited (BKU) in Q2 2023, closing a stake of 27 shares — an estimated $610 sold.

Schubert & Co first reported a position in BKU in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 215 funds tracked by Wall St. Rank hold BKU as of Q2 2023.

  • Schubert & Co reported no remaining Bankunited position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 27 Bankunited shares in Q2 2023, an estimated $610.
  • Schubert & Co first reported a position in Bankunited in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Bankunited position peaked at $1K in Q3 2022.
  • 215 funds tracked by Wall St. Rank held Bankunited as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.