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Artemis Investment Management’s Bank of America BAC Stock Holding History

Artemis Investment Management’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
2022
Q4 		– Sell
-282,933
Closed -$8.55M – 225
2022
Q3 		$8.55M Sell
282,933
-577,343
-67% -$19.3M 0.1% 150
2022
Q2 		$26.8M Buy
+860,276
New +$31M 0.28% 112
2021
Q1 		– Sell
-445,648
Closed -$13.5M – 248
2020
Q4 		$13.5M Sell
445,648
-119,993
-21% -$3.22M 0.14% 172
2020
Q3 		$13.6M Buy
+565,641
New +$14.1M 0.17% 157
2020
Q2 		– Sell
-538,567
Closed -$11.4K – 248
2020
Q1 		$11.4K Sell
538,567
-3,214,167
-86% -$96.4M 0.02% 113
2019
Q4 		$132M Buy
3,752,734
+2,104,898
+128% +$68M 1.67% 7
2019
Q3 		$48M Sell
1,647,836
-1,363,381
-45% -$39.2M 0.66% 49
2019
Q2 		$87.1M Buy
3,011,217
+1,042,349
+53% +$30.1M 1.03% 24
2019
Q1 		$54.3M Sell
1,968,868
-641,754
-25% -$18.1M 0.63% 52
2018
Q4 		$64.4M Sell
2,610,622
-1,003,522
-28% -$27.2M 0.84% 36
2018
Q3 		$106M Buy
3,614,144
+440,054
+14% +$13.4M 1.18% 19
2018
Q2 		$89.5M Sell
3,174,090
-2,559,059
-45% -$76.3M 1.22% 21
2018
Q1 		$172M Sell
5,733,149
-736,357
-11% -$23.1M 2.66% 3
2017
Q4 		$191M Buy
6,469,506
+1,242,689
+24% +$34.3M 3.18% 2
2017
Q3 		$132M Buy
5,226,817
+1,454,115
+39% +$35.3M 2.72% 3
2017
Q2 		$91.5M Sell
3,772,702
-1,207,622
-24% -$28.2M 2.22% 6
2017
Q1 		$118M Buy
4,980,324
+1,710,217
+52% +$40.6M 3.16% 3
2016
Q4 		$72.4M Buy
+3,270,107
New +$63M 1.95% 10
2016
Q2 		– Sell
-140,000
Closed -$1.89M – 235
2016
Q1 		$1.89M Buy
+140,000
New +$1.89M 0.05% 178
2015
Q4 		– Sell
-21,127
Closed -$329K – 220
2015
Q3 		$329K Hold
21,127
– – 0.01% 217
2015
Q2 		$360K Buy
21,127
+8,333
+65% +$137K 0.01% 211
2015
Q1 		$197K Buy
+12,794
New +$205K 0.01% 235

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Artemis Investment Management's BAC Position: Q4 2022 in Review

Artemis Investment Management sold out of Bank of America (BAC) in Q4 2022, closing a stake of 282,933 shares — an estimated $8.55M sold.

Artemis Investment Management first reported a position in BAC in Q1 2015 and held it in 22 quarters. The position peaked at $191M in Q4 2017. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

  • Artemis Investment Management reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
  • Artemis Investment Management sold 282,933 Bank of America shares in Q4 2022, an estimated $8.55M.
  • Artemis Investment Management first reported a position in Bank of America in Q1 2015 and held it in 22 quarters.
  • Artemis Investment Management's Bank of America position peaked at $191M in Q4 2017.
  • 2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Artemis Investment Management's 13F filing for Q4 2022, filed 25 Jan 2023.