Number of Shares
90,000.00
Current Holdings Value*
$2.94 Mil
% of Portfolio
4.74%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
19.66%

Hennessy Small Cap Financial Fund's BankUnited Inc Holding Summary

As of 2025-04-30, HENNESSY FUNDS TRUST held 90,000.00 shares of BankUnited Inc(BKU), totaling $2.94 Mil. This investment constitutes 4.74% of their stock portfolio, and HENNESSY FUNDS TRUST now holds 0.12% of the outstanding BankUnited Inc(BKU) stock.

The initial trade took place in 2020Q4. And since then Hennessy Small Cap Financial Fund has made 8 purchases of BKU, at an average price of $31.02, for a total of 239,000.00 shares. In addition, there have been 6 sales at an average price of $36.59 for 149,000.00 shares. Based on historical transaction data and BKU's current price of $37.99, Hennessy Small Cap Financial Fund's estimated gain on his BKU holdings is $1.46 Mil, reflecting a 19.66% gain to date.

Hennessy Small Cap Financial Fund BKU ($37.99) Holding Chart

Hennessy Small Cap Financial Fund BKU ($37.99) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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