Cooperman Leon G’s Bank of America BAC Stock Holding History

Cooperman Leon G’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 Q4	–	Sell	-400,000	Closed	-$11M	–	51
2023 Q3	$11M	Hold	400,000	–	–	0.57%	29
2023 Q2	$11.5M	Hold	400,000	–	–	0.62%	27
2023 Q1	$11.4M	Hold	400,000	–	–	0.69%	26
2022 Q4	$13.2M	Buy	400,000 +300,000	+300%	+$10.3M	0.82%	26
2022 Q3	$3.02M	Hold	100,000	–	–	0.21%	34
2022 Q2	$3.11M	Buy	100,000 +20,000	+25%	+$720K	0.21%	34
2022 Q1	$3.3M	Buy	+80,000	New	+$3.61M	0.17%	38

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Cooperman Leon G's BAC Position: Q4 2023 in Review

Cooperman Leon G sold out of Bank of America (BAC) in Q4 2023, closing a stake of 400,000 shares — an estimated $11M sold.

Cooperman Leon G first reported a position in BAC in Q1 2022 and held it in 7 quarters. The position peaked at $13.2M in Q4 2022. 2,855 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

Cooperman Leon G reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
Cooperman Leon G sold 400,000 Bank of America shares in Q4 2023, an estimated $11M.
Cooperman Leon G first reported a position in Bank of America in Q1 2022 and held it in 7 quarters.
Cooperman Leon G's Bank of America position peaked at $13.2M in Q4 2022.
2,855 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Cooperman Leon G's 13F filing for Q4 2023, filed 14 Feb 2024.