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Shelton Capital Management’s Bankunited BKU Stock Holding History

Shelton Capital Management’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
Q2 		– Sell
-5,511
Closed -$242K – 733
2022
Q1 		$242K Hold
5,511
– – 0.01% 676
2021
Q4 		$233K Hold
5,511
– – 0.01% 712
2021
Q3 		$230K Hold
5,511
– – 0.01% 690
2021
Q2 		$235K Hold
5,511
– – 0.01% 698
2021
Q1 		$242K Buy
+5,511
New +$226K 0.01% 659

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Shelton Capital Management's BKU Position: Q2 2022 in Review

Shelton Capital Management sold out of Bankunited (BKU) in Q2 2022, closing a stake of 5,511 shares — an estimated $242K sold.

Shelton Capital Management first reported a position in BKU in Q1 2021 and held it in 5 quarters. The position peaked at $242K in Q1 2022. 211 funds tracked by Wall St. Rank hold BKU as of Q2 2022.

  • Shelton Capital Management reported no remaining Bankunited position as of Q2 2022 after selling out during the quarter.
  • Shelton Capital Management sold 5,511 Bankunited shares in Q2 2022, an estimated $242K.
  • Shelton Capital Management first reported a position in Bankunited in Q1 2021 and held it in 5 quarters.
  • Shelton Capital Management's Bankunited position peaked at $242K in Q1 2022.
  • 211 funds tracked by Wall St. Rank held Bankunited as of Q2 2022.

Based on Shelton Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.