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Simplicity Solutions’s Bankunited BKU Stock Holding History

Simplicity Solutions’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
Q3 		– Sell
-31,136
Closed -$671K – 1004
2023
Q2 		$671K Buy
31,136
+79
+0.3% +$1.63K 0.02% 582
2023
Q1 		$701K Buy
+31,057
New +$1.01M 0.02% 594
2019
Q2 		– Sell
-31,107
Closed -$1.04M – 671
2019
Q1 		$1.04M Sell
31,107
-4
-0% -$138 0.06% 246
2018
Q4 		$931K Buy
+31,111
New +$1.01M 0.12% 194

Other funds holding BKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Simplicity Solutions's BKU Position: Q3 2023 in Review

Simplicity Solutions sold out of Bankunited (BKU) in Q3 2023, closing a stake of 31,136 shares — an estimated $671K sold.

Simplicity Solutions first reported a position in BKU in Q4 2018 and held it in 4 quarters. The position peaked at $1.04M in Q1 2019. 221 funds tracked by Wall St. Rank hold BKU as of Q3 2023.

  • Simplicity Solutions reported no remaining Bankunited position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 31,136 Bankunited shares in Q3 2023, an estimated $671K.
  • Simplicity Solutions first reported a position in Bankunited in Q4 2018 and held it in 4 quarters.
  • Simplicity Solutions's Bankunited position peaked at $1.04M in Q1 2019.
  • 221 funds tracked by Wall St. Rank held Bankunited as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.