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Southside Capital’s Bankunited BKU Stock Holding History

Southside Capital’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
2019
Q4 		$3.29M Hold
90,000
– – 0.86% 41
2019
Q3 		$3.03M Sell
90,000
-41,082
-31% -$1.34M 0.82% 46
2019
Q2 		$4.42M Hold
131,082
– – 1.29% 38
2019
Q1 		$4.38M Sell
131,082
-4,054
-3% -$140K 1.79% 29
2018
Q4 		$4.05M Buy
+135,136
New +$4.4M 2.51% 22

Other funds holding BKU

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Southside Capital's BKU Position: Q4 2019 in Review

Southside Capital held its Bankunited (BKU) position steady in Q4 2019 at 90,000 shares worth $3.29M. The position accounts for 0.86% of the portfolio, ranked #41.

Southside Capital first reported a position in BKU in Q4 2018 and has held it in 5 quarters since. The position peaked at $4.42M in Q2 2019. 232 funds tracked by Wall St. Rank hold BKU as of Q4 2019.

  • Southside Capital held 90,000 shares of Bankunited worth $3.29M as of Q4 2019.
  • Southside Capital left its Bankunited share count unchanged in Q4 2019.
  • Bankunited made up 0.86% of Southside Capital's portfolio in Q4 2019, its #41 holding.
  • Southside Capital first reported a position in Bankunited in Q4 2018 and has held it in 5 quarters since.
  • Southside Capital's Bankunited position peaked at $4.42M in Q2 2019.
  • 232 funds tracked by Wall St. Rank held Bankunited as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.