Spirit of America Management Corp’s Bankunited BKU Stock Holding History

Spirit of America Management Corp’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
2020 Q4	–	Sell	-13,350	Closed	-$293K	–	230
2020 Q3	$293K	Hold	13,350	–	–	0.08%	163
2020 Q2	$270K	Sell	13,350 -2,000	-13%	-$37.5K	0.07%	164
2020 Q1	$287K	Hold	15,350	–	–	0.09%	153
2019 Q4	$561K	Hold	15,350	–	–	0.1%	154
2019 Q3	$516K	Hold	15,350	–	–	0.08%	161
2019 Q2	$518K	Hold	15,350	–	–	0.08%	161
2019 Q1	$513K	Hold	15,350	–	–	0.08%	161
2018 Q4	$460K	Hold	15,350	–	–	0.07%	170
2018 Q3	$543K	Hold	15,350	–	–	0.07%	175
2018 Q2	$627K	Hold	15,350	–	–	0.08%	161
2018 Q1	$614K	Buy	+15,350	New	+$634K	0.08%	164

Other funds holding BKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Spirit of America Management Corp's BKU Position: Q4 2020 in Review

Spirit of America Management Corp sold out of Bankunited (BKU) in Q4 2020, closing a stake of 13,350 shares — an estimated $293K sold.

Spirit of America Management Corp first reported a position in BKU in Q1 2018 and held it in 11 quarters. The position peaked at $627K in Q2 2018. 202 funds tracked by Wall St. Rank hold BKU as of Q4 2020.

Spirit of America Management Corp reported no remaining Bankunited position as of Q4 2020 after selling out during the quarter.
Spirit of America Management Corp sold 13,350 Bankunited shares in Q4 2020, an estimated $293K.
Spirit of America Management Corp first reported a position in Bankunited in Q1 2018 and held it in 11 quarters.
Spirit of America Management Corp's Bankunited position peaked at $627K in Q2 2018.
202 funds tracked by Wall St. Rank held Bankunited as of Q4 2020.

Based on Spirit of America Management Corp's 13F filing for Q4 2020, filed 19 Jan 2021.