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Weld Capital Management’s Bankunited BKU Stock Holding History

Weld Capital Management’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
2020
Q3 		– Sell
-10,712
Closed -$217K – 494
2020
Q2 		$217K Buy
+10,712
New +$201K 0.09% 361
2020
Q1 		– Sell
-59,293
Closed -$2.17M – 443
2019
Q4 		$2.17M Buy
59,293
+37,448
+171% +$1.3M 0.42% 49
2019
Q3 		$734K Buy
+21,845
New +$713K 0.13% 254

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Weld Capital Management's BKU Position: Q3 2020 in Review

Weld Capital Management sold out of Bankunited (BKU) in Q3 2020, closing a stake of 10,712 shares — an estimated $217K sold.

Weld Capital Management first reported a position in BKU in Q3 2019 and held it in 3 quarters. The position peaked at $2.17M in Q4 2019. 195 funds tracked by Wall St. Rank hold BKU as of Q3 2020.

  • Weld Capital Management reported no remaining Bankunited position as of Q3 2020 after selling out during the quarter.
  • Weld Capital Management sold 10,712 Bankunited shares in Q3 2020, an estimated $217K.
  • Weld Capital Management first reported a position in Bankunited in Q3 2019 and held it in 3 quarters.
  • Weld Capital Management's Bankunited position peaked at $2.17M in Q4 2019.
  • 195 funds tracked by Wall St. Rank held Bankunited as of Q3 2020.

Based on Weld Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.