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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 $5.7T AUM 30.48% 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 $865B AUM 30.76% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return