Bank of America
OFED

Bank of America’s Oconee Federal Financial Corp. OFED Stock Holding History

Bank of America’s Portfolio OFED Stock Details OFED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1
Closed -$22 – 8490
2022
Q4 		$22 Buy
+1
New +$24 ﹤0.01% 7974
2022
Q2 		– Sell
-4
Closed – – 8622
2022
Q1 		$0 Sell
4
-10
-71% -$236 ﹤0.01% 8988
2021
Q4 		$0 Buy
14
+3
+27% +$72 ﹤0.01% 8844
2021
Q3 		$0 Sell
11
-204
-95% -$4.71K ﹤0.01% 8522
2021
Q2 		$5K Sell
215
-2,200
-91% -$54.4K ﹤0.01% 7444
2021
Q1 		$63K Buy
2,415
+1,814
+302% +$44.9K ﹤0.01% 6557
2020
Q4 		$15K Buy
601
+213
+55% +$5.15K ﹤0.01% 6654
2020
Q3 		$8K Sell
388
-1,573
-80% -$39.5K ﹤0.01% 6513
2020
Q2 		$50K Buy
1,961
+1,802
+1,133% +$39.5K ﹤0.01% 5985
2020
Q1 		$3K Buy
159
+146
+1,123% +$3.47K ﹤0.01% 6599
2019
Q4 		$0 Sell
13
-151
-92% -$3.55K ﹤0.01% 7524
2019
Q3 		$4K Sell
164
-1,660
-91% -$38.1K ﹤0.01% 6910
2019
Q2 		$42K Sell
1,824
-79
-4% -$1.94K ﹤0.01% 6377
2019
Q1 		$49K Sell
1,903
-740
-28% -$19.3K ﹤0.01% 6207
2018
Q4 		$65K Buy
2,643
+875
+49% +$22.3K ﹤0.01% 6106
2018
Q3 		$46K Buy
1,768
+419
+31% +$11.5K ﹤0.01% 6249
2018
Q2 		$39K Buy
1,349
+1,207
+850% +$34.9K ﹤0.01% 6265
2018
Q1 		$4K Sell
142
-76
-35% -$2.2K ﹤0.01% 6819
2017
Q4 		$6K Sell
218
-1,390
-86% -$40.9K ﹤0.01% 6714
2017
Q3 		$45K Buy
+1,608
New +$44.7K ﹤0.01% 5985
2017
Q1 		– Sell
-1
Closed – – 7316
2016
Q4 		$0 Sell
1
-42
-98% -$959 ﹤0.01% 7414
2016
Q3 		$1K Buy
+43
New +$883 ﹤0.01% 6996
2016
Q2 		– Sell
-1
Closed – – 7469
2016
Q1 		$0 Buy
+1
New +$19 ﹤0.01% 7420
2015
Q1 		– Sell
-2
Closed – – 7693
2014
Q4 		$0 Buy
+2
New +$38 ﹤0.01% 8053
2014
Q3 		– Sell
-2,417
Closed -$44K – 8227
2014
Q2 		$44K Buy
+2,417
New +$42.6K ﹤0.01% 6745
2014
Q1 		– Sell
-2
Closed – – 8171
2013
Q4 		$0 Buy
+2
New +$34 ﹤0.01% 8206

Other funds holding OFED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.44B AUM 26.89% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America's OFED Position: Q1 2023 in Review

Bank of America sold out of Oconee Federal Financial Corp. (OFED) in Q1 2023, closing a stake of 1 share — an estimated $22 sold.

Bank of America first reported a position in OFED in Q4 2013 and held it in 26 quarters. The position peaked at $65K in Q4 2018. 10 funds tracked by Wall St. Rank hold OFED as of Q1 2023.

  • Bank of America reported no remaining Oconee Federal Financial Corp. position as of Q1 2023 after selling out during the quarter.
  • Bank of America sold 1 Oconee Federal Financial Corp. share in Q1 2023, an estimated $22.
  • Bank of America first reported a position in Oconee Federal Financial Corp. in Q4 2013 and held it in 26 quarters.
  • Bank of America's Oconee Federal Financial Corp. position peaked at $65K in Q4 2018.
  • 10 funds tracked by Wall St. Rank held Oconee Federal Financial Corp. as of Q1 2023.

Based on Bank of America's 13F filing for Q1 2023, filed 12 May 2023.