Buckingham Capital Management (New York)’s Bank of America BAC Stock Holding History

Buckingham Capital Management (New York)’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
2019 Q4	–	Sell	-401,194	Closed	-$11.7M	–	7
2019 Q3	$11.7M	Hold	401,194	–	–	1.5%	18
2019 Q2	$11.6M	Sell	401,194 -860	-0.2%	-$24.8K	1.43%	20
2019 Q1	$11.1M	Sell	402,054 -69,108	-15%	-$1.95M	1.05%	27
2018 Q4	$11.6M	Sell	471,162 -53,659	-10%	-$1.46M	1.75%	20
2018 Q3	$15.5M	Sell	524,821 -58,314	-10%	-$1.78M	1.58%	26
2018 Q2	$16.4M	Buy	583,135 +17,200	+3%	+$513K	1.63%	21
2018 Q1	$17M	Sell	565,935 -13,121	-2%	-$412K	1.95%	12
2017 Q4	$17.1M	Sell	579,056 -2,967	-0.5%	-$81.8K	2.05%	15
2017 Q3	$14.7M	Buy	582,023 +4,065	+0.7%	+$98.6K	1.95%	18
2017 Q2	$14M	Buy	577,958 +25,860	+5%	+$603K	1.64%	21
2017 Q1	$13M	Buy	552,098 +22,300	+4%	+$529K	1.74%	19
2016 Q4	$11.7M	Sell	529,798 -77,474	-13%	-$1.49M	1.55%	21
2016 Q3	$9.5M	Sell	607,272 -12,774	-2%	-$190K	1.19%	31
2016 Q2	$8.23M	Buy	620,046 +121,772	+24%	+$1.71M	1%	39
2016 Q1	$6.74M	Sell	498,274 -94,977	-16%	-$1.28M	0.76%	50
2015 Q4	$9.98M	Sell	593,251 -25,071	-4%	-$424K	1.24%	33
2015 Q3	$9.63M	Sell	618,322 -24,542	-4%	-$413K	0.87%	50
2015 Q2	$10.9M	Sell	642,864 -1,560	-0.2%	-$25.7K	0.91%	44
2015 Q1	$9.92M	Buy	644,424 +4,465	+0.7%	+$71.7K	0.86%	49
2014 Q4	$11.4M	Buy	639,959 +20,265	+3%	+$347K	1.01%	34
2014 Q3	$10.6M	Sell	619,694 -3,897	-0.6%	-$62K	0.93%	38
2014 Q2	$9.59M	Sell	623,591 -26,270	-4%	-$408K	0.77%	43
2014 Q1	$11.2M	Sell	649,861 -33,448	-5%	-$563K	1.03%	33
2013 Q4	$10.6M	Sell	683,309 -46,140	-6%	-$684K	1.07%	32
2013 Q3	$10.1M	Buy	729,449 +2,300	+0.3%	+$32.8K	0.98%	33
2013 Q2	$9.35M	Buy	+727,149	New	+$9.27M	0.89%	35

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

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

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

Norges Bank Oslo, Norway $1T AUM

Buckingham Capital Management (New York)'s BAC Position: Q4 2019 in Review

Buckingham Capital Management (New York) sold out of Bank of America (BAC) in Q4 2019, closing a stake of 401,194 shares — an estimated $11.7M sold.

Buckingham Capital Management (New York) first reported a position in BAC in Q2 2013 and held it in 26 quarters. The position peaked at $17.1M in Q4 2017. 2,305 funds tracked by Wall St. Rank hold BAC as of Q4 2019.

Buckingham Capital Management (New York) reported no remaining Bank of America position as of Q4 2019 after selling out during the quarter.
Buckingham Capital Management (New York) sold 401,194 Bank of America shares in Q4 2019, an estimated $11.7M.
Buckingham Capital Management (New York) first reported a position in Bank of America in Q2 2013 and held it in 26 quarters.
Buckingham Capital Management (New York)'s Bank of America position peaked at $17.1M in Q4 2017.
2,305 funds tracked by Wall St. Rank held Bank of America as of Q4 2019.

Based on Buckingham Capital Management (New York)'s 13F filing for Q4 2019.