Tarbox Family Office’s Bankunited BKU Stock Holding History

Tarbox Family Office’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	-134	Closed	-$6K	–	225
2022 Q1	$6K	Hold	134	–	–	﹤0.01%	463
2021 Q4	$6K	Hold	134	–	–	﹤0.01%	542
2021 Q3	$6K	Hold	134	–	–	﹤0.01%	584
2021 Q2	$6K	Hold	134	–	–	﹤0.01%	575
2021 Q1	$6K	Hold	134	–	–	﹤0.01%	500
2020 Q4	$5K	Hold	134	–	–	﹤0.01%	509
2020 Q3	$3K	Buy	+134	New	+$2.84K	﹤0.01%	586

Other funds holding BKU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Tarbox Family Office's BKU Position: Q2 2022 in Review

Tarbox Family Office sold out of Bankunited (BKU) in Q2 2022, closing a stake of 134 shares — an estimated $6K sold.

Tarbox Family Office first reported a position in BKU in Q3 2020 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 211 funds tracked by Wall St. Rank hold BKU as of Q2 2022.

Tarbox Family Office reported no remaining Bankunited position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 134 Bankunited shares in Q2 2022, an estimated $6K.
Tarbox Family Office first reported a position in Bankunited in Q3 2020 and held it in 7 quarters.
Tarbox Family Office's Bankunited position peaked at $6K in Q1 2022.
211 funds tracked by Wall St. Rank held Bankunited as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.