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Valley National Advisers’s Bankunited BKU Stock Holding History

Valley National Advisers’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
2024
Q3 		– Sell
-45
Closed -$1K – 793
2024
Q2 		$1K Hold
45
– – ﹤0.01% 996
2024
Q1 		$1K Buy
45
+5
+13% +$140 ﹤0.01% 1036
2023
Q4 		$1K Buy
+40
New +$1.04K ﹤0.01% 1031

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Valley National Advisers's BKU Position: Q3 2024 in Review

Valley National Advisers sold out of Bankunited (BKU) in Q3 2024, closing a stake of 45 shares — an estimated $1K sold.

Valley National Advisers first reported a position in BKU in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q2 2024. 262 funds tracked by Wall St. Rank hold BKU as of Q3 2024.

  • Valley National Advisers reported no remaining Bankunited position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 45 Bankunited shares in Q3 2024, an estimated $1K.
  • Valley National Advisers first reported a position in Bankunited in Q4 2023 and held it in 3 quarters.
  • Valley National Advisers's Bankunited position peaked at $1K in Q2 2024.
  • 262 funds tracked by Wall St. Rank held Bankunited as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.