Benson Investment Management Company’s Bank of America BAC Stock Holding History

Benson Investment Management Company’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
2023 Q1	–	Sell	-129,877	Closed	-$4.3M	–	51
2022 Q4	$4.3M	Sell	129,877 -6,565	-5%	-$226K	2.54%	12
2022 Q3	$4.12M	Sell	136,442 -2,100	-2%	-$70.2K	2.9%	9
2022 Q2	$4.19M	Buy	138,542 +123,466	+819%	+$4.45M	2.61%	13
2022 Q1	$621K	Hold	15,076	–	–	0.31%	42
2021 Q4	$671K	Hold	15,076	–	–	0.33%	40
2021 Q3	$640K	Hold	15,076	–	–	0.33%	47
2021 Q2	$622K	Hold	15,076	–	–	0.32%	46
2021 Q1	$583K	Hold	15,076	–	–	0.34%	40
2020 Q4	$457K	Hold	15,076	–	–	0.28%	37
2020 Q3	$363K	Hold	15,076	–	–	0.23%	39
2020 Q2	$358K	Hold	15,076	–	–	0.25%	38
2020 Q1	$320K	Hold	15,076	–	–	0.26%	37
2019 Q4	$531K	Hold	15,076	–	–	0.34%	39
2019 Q3	$440K	Hold	15,076	–	–	0.32%	40
2019 Q2	$437K	Hold	15,076	–	–	0.33%	38
2019 Q1	$416K	Hold	15,076	–	–	0.32%	39
2018 Q4	$371K	Hold	15,076	–	–	0.32%	41
2018 Q3	$444K	Hold	15,076	–	–	0.33%	42
2018 Q2	$425K	Hold	15,076	–	–	0.33%	43
2018 Q1	$452K	Hold	15,076	–	–	0.37%	45
2017 Q4	$445K	Hold	15,076	–	–	0.33%	51
2017 Q3	$382K	Hold	15,076	–	–	0.31%	49
2017 Q2	$366K	Hold	15,076	–	–	0.33%	50
2017 Q1	$356K	Hold	15,076	–	–	0.35%	48
2016 Q4	$333K	Buy	+15,076	New	+$290K	0.33%	50

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Benson Investment Management Company's BAC Position: Q1 2023 in Review

Benson Investment Management Company sold out of Bank of America (BAC) in Q1 2023, closing a stake of 129,877 shares — an estimated $4.3M sold.

Benson Investment Management Company first reported a position in BAC in Q4 2016 and held it in 25 quarters. The position peaked at $4.3M in Q4 2022. 2,656 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

Benson Investment Management Company reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
Benson Investment Management Company sold 129,877 Bank of America shares in Q1 2023, an estimated $4.3M.
Benson Investment Management Company first reported a position in Bank of America in Q4 2016 and held it in 25 quarters.
Benson Investment Management Company's Bank of America position peaked at $4.3M in Q4 2022.
2,656 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Benson Investment Management Company's 13F filing for Q1 2023, filed 10 Apr 2023.