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WBI Investments’s Bankunited BKU Stock Holding History

WBI Investments’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
Q1 		– Sell
-13,576
Closed -$440K – 199
2023
Q4 		$440K Sell
13,576
-993
-7% -$25.7K 0.09% 151
2023
Q3 		$331K Sell
14,569
-993
-6% -$25.4K 0.07% 160
2023
Q2 		$335K Buy
+15,562
New +$320K 0.06% 165
2018
Q3 		– Sell
-94,702
Closed -$3.87M – 251
2018
Q2 		$3.87M Buy
+94,702
New +$3.93M 0.21% 81
2013
Q3 		– Sell
-224,280
Closed -$5.83M – 114
2013
Q2 		$5.83M Buy
+224,280
New +$5.67M 0.42% 49

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WBI Investments's BKU Position: Q1 2024 in Review

WBI Investments sold out of Bankunited (BKU) in Q1 2024, closing a stake of 13,576 shares — an estimated $440K sold.

WBI Investments first reported a position in BKU in Q2 2013 and held it in 5 quarters. The position peaked at $5.83M in Q2 2013. 240 funds tracked by Wall St. Rank hold BKU as of Q1 2024.

  • WBI Investments reported no remaining Bankunited position as of Q1 2024 after selling out during the quarter.
  • WBI Investments sold 13,576 Bankunited shares in Q1 2024, an estimated $440K.
  • WBI Investments first reported a position in Bankunited in Q2 2013 and held it in 5 quarters.
  • WBI Investments's Bankunited position peaked at $5.83M in Q2 2013.
  • 240 funds tracked by Wall St. Rank held Bankunited as of Q1 2024.

Based on WBI Investments's 13F filing for Q1 2024, filed 3 May 2024.