6 Meridian’s Bank of America BAC Stock Holding History

6 Meridian’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$2.25M	Sell	50,574 -798	-2%	-$36.4K	0.16%	84
2021 Q3	$2.18M	Sell	51,372 -27,916	-35%	-$1.12M	0.17%	82
2021 Q2	$3.27M	Sell	79,288 -2,850	-3%	-$117K	0.26%	63
2021 Q1	$3.18M	Sell	82,138 -7,175	-8%	-$248K	0.27%	59
2020 Q4	$2.71M	Sell	89,313 -5,908	-6%	-$158K	0.26%	61
2020 Q3	$2.29M	Buy	95,221 +2,147	+2%	+$53.5K	0.24%	70
2020 Q2	$2.21M	Sell	93,074 -166,351	-64%	-$3.93M	0.23%	83
2020 Q1	$5.51M	Sell	259,425 -21,188	-8%	-$635K	0.58%	61
2019 Q4	$9.88M	Buy	280,613 +2,948	+1%	+$95.3K	0.87%	31
2019 Q3	$8.1M	Sell	277,665 -1,429	-0.5%	-$41.1K	0.79%	37
2019 Q2	$8.09M	Sell	279,094 -1,086	-0.4%	-$31.3K	0.81%	38
2019 Q1	$7.73M	Buy	280,180 +235,280	+524%	+$6.65M	0.78%	38
2018 Q4	$1.11M	Sell	44,900 -4,900	-10%	-$133K	0.13%	99
2018 Q3	$1.47M	Buy	+49,800	New	+$1.52M	0.15%	93
2018 Q1	–	Sell	-514,007	Closed	-$15.2M	–	414
2017 Q4	$15.2M	Buy	+514,007	New	+$14.2M	1.76%	10

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

6 Meridian's BAC Position: Q4 2021 in Review

6 Meridian reduced its Bank of America (BAC) stake by 1.6% in Q4 2021, selling an estimated $36.4K and leaving 50,574 shares worth $2.25M. The position accounts for 0.16% of the portfolio, ranked #84.

6 Meridian first reported a position in BAC in Q4 2017 and has held it in 15 quarters since. The position peaked at $15.2M in Q4 2017. 2,786 funds tracked by Wall St. Rank hold BAC as of Q4 2021.

6 Meridian held 50,574 shares of Bank of America worth $2.25M as of Q4 2021.
6 Meridian sold 798 Bank of America shares in Q4 2021, an estimated $36.4K.
Bank of America made up 0.16% of 6 Meridian's portfolio in Q4 2021, its #84 holding.
6 Meridian first reported a position in Bank of America in Q4 2017 and has held it in 15 quarters since.
6 Meridian's Bank of America position peaked at $15.2M in Q4 2017.
2,786 funds tracked by Wall St. Rank held Bank of America as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.