Duan Yongping’s Bank of America BAC Stock Holding History

Duan Yongping’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
2024 Q3	–	Sell	-107,900	Closed	-$4.29M	–	9
2024 Q2	$4.29M	Sell	107,900 -1,800	-2%	-$69K	0.03%	9
2024 Q1	$4.16M	Hold	109,700	–	–	0.03%	9
2023 Q4	$3.69M	Buy	109,700 +37,600	+52%	+$1.09M	0.03%	9
2023 Q3	$1.97M	Buy	+72,100	New	+$2.13M	0.01%	9
2022 Q1	–	Sell	-552,900	Closed	-$24.6M	–	9
2021 Q4	$24.6M	Sell	552,900 -999,600	-64%	-$45.5M	0.3%	8
2021 Q3	$65.9M	Buy	1,552,500 +999,500	+181%	+$40.3M	0.85%	5
2021 Q2	$22.8M	Sell	553,000 -1,000,100	-64%	-$41M	0.29%	7
2021 Q1	$60.1M	Sell	1,553,100 -2,835,800	-65%	-$97.9M	0.84%	5
2020 Q4	$133M	Sell	4,388,900 -1,300,300	-23%	-$34.9M	1.9%	6
2020 Q3	$137M	Buy	5,689,200 +5,289,200	+1,322%	+$132M	2.22%	6
2020 Q2	$9.5M	Sell	400,000 -200,000	-33%	-$4.73M	0.18%	11
2020 Q1	$12.7M	Buy	+600,000	New	+$18M	0.44%	11
2019 Q4	–	Sell	-409,600	Closed	-$11.9M	–	12
2019 Q3	$11.9M	Sell	409,600 -161,300	-28%	-$4.64M	0.76%	8
2019 Q2	$16.6M	Buy	+570,900	New	+$16.5M	1.14%	7

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Duan Yongping's BAC Position: Q3 2024 in Review

Duan Yongping sold out of Bank of America (BAC) in Q3 2024, closing a stake of 107,900 shares — an estimated $4.29M sold.

Duan Yongping first reported a position in BAC in Q2 2019 and held it in 14 quarters. The position peaked at $137M in Q3 2020. 2,983 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

Duan Yongping reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
Duan Yongping sold 107,900 Bank of America shares in Q3 2024, an estimated $4.29M.
Duan Yongping first reported a position in Bank of America in Q2 2019 and held it in 14 quarters.
Duan Yongping's Bank of America position peaked at $137M in Q3 2020.
2,983 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on H&H International Investment's 13F filing for Q3 2024, filed 14 Nov 2024.