WRF
BKU icon

Waddell & Reed Financial’s Bankunited BKU Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$14.2M Buy
+322,204
New +$13.2M 0.03% 385
2017
Q2 		– Sell
-443,340
Closed -$16.5M – 536
2017
Q1 		$16.5M Buy
443,340
+40,200
+10% +$1.53M 0.04% 369
2016
Q4 		$15.2M Buy
+403,140
New +$13.4M 0.03% 365
2016
Q3 		– Sell
-155,530
Closed -$4.78M – 597
2016
Q2 		$4.78M Sell
155,530
-564,890
-78% -$18.8M 0.01% 479
2016
Q1 		$24.8M Buy
720,420
+19,490
+3% +$652K 0.05% 275
2015
Q4 		$25.3M Buy
700,930
+71,300
+11% +$2.65M 0.04% 287
2015
Q3 		$22.5M Buy
629,630
+571,720
+987% +$20.6M 0.04% 298
2015
Q2 		$2.08M Buy
57,910
+2,560
+5% +$87.4K ﹤0.01% 553
2015
Q1 		$1.81M Buy
55,350
+8,380
+18% +$257K ﹤0.01% 549
2014
Q4 		$1.36M Buy
+46,970
New +$1.39M ﹤0.01% 540

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Waddell & Reed Financial's BKU Position: Q1 2021 in Review

Waddell & Reed Financial opened a new position in Bankunited (BKU) in Q1 2021: 322,204 shares worth $14.2M. The stake represents 0.03% of the portfolio and ranks #385 among its holdings. This is a return to the name: Waddell & Reed Financial previously reported a position in BKU as recently as Q1 2017.

Waddell & Reed Financial first reported a position in BKU in Q4 2014 and has held it in 10 quarters since. The position peaked at $25.3M in Q4 2015. 215 funds tracked by Wall St. Rank hold BKU as of Q1 2021.

  • Waddell & Reed Financial held 322,204 shares of Bankunited worth $14.2M as of Q1 2021.
  • Bankunited was a new Waddell & Reed Financial position in Q1 2021.
  • Bankunited made up 0.03% of Waddell & Reed Financial's portfolio in Q1 2021, its #385 holding.
  • Waddell & Reed Financial first reported a position in Bankunited in Q4 2014 and has held it in 10 quarters since.
  • Waddell & Reed Financial's Bankunited position peaked at $25.3M in Q4 2015.
  • 215 funds tracked by Wall St. Rank held Bankunited as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.