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Washington Trust’s Bankunited BKU Stock Holding History

Washington Trust’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
2023
Q4 		– Sell
-27
Closed -$613 – 843
2023
Q3 		$613 Sell
27
-1
-4% -$26 ﹤0.01% 866
2023
Q2 		$603 Buy
28
+1
+4% +$21 ﹤0.01% 882
2023
Q1 		$610 Sell
27
-5
-16% -$163 ﹤0.01% 914
2022
Q4 		$1.09K Sell
32
-5
-14% -$177 ﹤0.01% 901
2022
Q3 		$1K Buy
37
+3
+9% +$112 ﹤0.01% 837
2022
Q2 		$1K Sell
34
-1
-3% -$40 ﹤0.01% 842
2022
Q1 		$2K Buy
35
+1
+3% +$43 ﹤0.01% 807
2021
Q4 		$1K Sell
34
-5
-13% -$209 ﹤0.01% 883
2021
Q3 		$2K Hold
39
– – ﹤0.01% 943
2021
Q2 		$2K Sell
39
-8
-17% -$365 ﹤0.01% 928
2021
Q1 		$2K Sell
47
-8
-15% -$328 ﹤0.01% 890
2020
Q4 		$2K Sell
55
-9
-14% -$257 ﹤0.01% 860
2020
Q3 		$1K Sell
64
-10
-14% -$212 ﹤0.01% 910
2020
Q2 		$1K Sell
74
-18
-20% -$337 ﹤0.01% 804
2020
Q1 		$2K Buy
+92
New +$2.75K ﹤0.01% 820
2018
Q3 		– Sell
-232
Closed -$9K – 296
2018
Q2 		$9K Buy
+232
New +$9.62K ﹤0.01% 684

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Washington Trust's BKU Position: Q4 2023 in Review

Washington Trust sold out of Bankunited (BKU) in Q4 2023, closing a stake of 27 shares — an estimated $613 sold.

Washington Trust first reported a position in BKU in Q2 2018 and held it in 16 quarters. The position peaked at $9K in Q2 2018. 241 funds tracked by Wall St. Rank hold BKU as of Q4 2023.

  • Washington Trust reported no remaining Bankunited position as of Q4 2023 after selling out during the quarter.
  • Washington Trust sold 27 Bankunited shares in Q4 2023, an estimated $613.
  • Washington Trust first reported a position in Bankunited in Q2 2018 and held it in 16 quarters.
  • Washington Trust's Bankunited position peaked at $9K in Q2 2018.
  • 241 funds tracked by Wall St. Rank held Bankunited as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.