Beck Mack & Oliver’s Bank of America BAC Stock Holding History

Beck Mack & Oliver’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
2020 Q1	–	Sell	-6,500	Closed	-$229K	–	188
2019 Q4	$229K	Buy	+6,500	New	+$210K	0.01%	192
2019 Q2	–	Sell	-9,300	Closed	-$257K	–	221
2019 Q1	$257K	Buy	+9,300	New	+$263K	0.01%	184
2015 Q4	–	Sell	-14,314	Closed	-$223K	–	295
2015 Q3	$223K	Buy	14,314 +9	+0.1%	+$151	0.01%	281
2015 Q2	$243K	Buy	14,305 +19	+0.1%	+$313	0.01%	299
2015 Q1	$220K	Buy	14,286 +3,040	+27%	+$48.8K	0.01%	328
2014 Q4	$201K	Hold	11,246	–	–	﹤0.01%	337
2014 Q3	$192K	Hold	11,246	–	–	﹤0.01%	339
2014 Q2	$173K	Hold	11,246	–	–	﹤0.01%	349
2014 Q1	$193K	Sell	11,246 -5,000	-31%	-$84.1K	﹤0.01%	337
2013 Q4	$253K	Sell	16,246 -700	-4%	-$10.4K	0.01%	315
2013 Q3	$234K	Buy	+16,946	New	+$242K	0.01%	314

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Beck Mack & Oliver's BAC Position: Q1 2020 in Review

Beck Mack & Oliver sold out of Bank of America (BAC) in Q1 2020, closing a stake of 6,500 shares — an estimated $229K sold.

Beck Mack & Oliver first reported a position in BAC in Q3 2013 and held it in 11 quarters. The position peaked at $257K in Q1 2019. 2,085 funds tracked by Wall St. Rank hold BAC as of Q1 2020.

Beck Mack & Oliver reported no remaining Bank of America position as of Q1 2020 after selling out during the quarter.
Beck Mack & Oliver sold 6,500 Bank of America shares in Q1 2020, an estimated $229K.
Beck Mack & Oliver first reported a position in Bank of America in Q3 2013 and held it in 11 quarters.
Beck Mack & Oliver's Bank of America position peaked at $257K in Q1 2019.
2,085 funds tracked by Wall St. Rank held Bank of America as of Q1 2020.

Based on Beck Mack & Oliver's 13F filing for Q1 2020, filed 5 May 2020.