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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-77,700
Closed -$2.23M 47
2023
Q2
$2.23M Buy
77,700
+10,550
+16% +$301K 0.01% 34
2023
Q1
$1.92M Hold
67,150
0.01% 35
2022
Q4
$2.22M Sell
67,150
-10,550
-14% -$363K 0.01% 36
2022
Q3
$2.35M Hold
77,700
0.01% 38
2022
Q2
$2.42M Hold
77,700
0.01% 38
2022
Q1
$3.2M Hold
77,700
0.01% 35
2021
Q4
$3.46M Sell
77,700
-30,462
-28% -$1.39M 0.01% 39
2021
Q3
$4.59M Sell
108,162
-37,002
-25% -$1.49M 0.01% 33
2021
Q2
$5.99M Buy
145,164
+6,749
+5% +$277K 0.02% 32
2021
Q1
$5.36M Hold
138,415
0.02% 35
2020
Q4
$4.2M Hold
138,415
0.01% 37
2020
Q3
$3.33M Hold
138,415
0.01% 42
2020
Q2
$3.29M Hold
138,415
0.01% 39
2020
Q1
$2.94M Hold
138,415
0.01% 44
2019
Q4
$4.88M Sell
138,415
-1,810
-1% -$58.5K 0.02% 40
2019
Q3
$4.09M Hold
140,225
0.01% 39
2019
Q2
$4.07M Sell
140,225
-629
-0.4% -$18.1K 0.01% 42
2019
Q1
$3.89M Hold
140,854
0.01% 42
2018
Q4
$3.47M Sell
140,854
-324,305
-70% -$8.8M 0.01% 43
2018
Q3
$13.7M Sell
465,159
-13,918,754
-97% -$424M 0.05% 38
2018
Q2
$405M Sell
14,383,913
-8,286,314
-37% -$247M 1.47% 25
2018
Q1
$680M Sell
22,670,227
-7,307,519
-24% -$230M 2.52% 19
2017
Q4
$885M Sell
29,977,746
-1,062,955
-3% -$29.3M 3.29% 15
2017
Q3
$787M Sell
31,040,701
-612,621
-2% -$14.9M 3.04% 15
2017
Q2
$768M Sell
31,653,322
-1,164,594
-4% -$27.2M 3% 16
2017
Q1
$774M Sell
32,817,916
-1,555,379
-5% -$36.9M 3.16% 16
2016
Q4
$760M Sell
34,373,295
-2,144,938
-6% -$41.3M 3.21% 15
2016
Q3
$572M Buy
36,518,233
+2,755,667
+8% +$41M 2.46% 18
2016
Q2
$448M Buy
33,762,566
+1,022,109
+3% +$14.4M 1.93% 20
2016
Q1
$443M Buy
32,740,457
+1,096,454
+3% +$14.8M 1.85% 21
2015
Q4
$533M Buy
31,644,003
+1,115,078
+4% +$18.9M 2.18% 19
2015
Q3
$476M Buy
30,528,925
+3,003,782
+11% +$50.5M 2.09% 21
2015
Q2
$468M Buy
+27,525,143
New +$454M 1.84% 26

Other funds holding BAC

Eagle Capital Management (New York)'s BAC Position: Q3 2023 in Review

Eagle Capital Management (New York) sold out of Bank of America (BAC) in Q3 2023, closing a stake of 77,700 shares — an estimated $2.23M sold.

Eagle Capital Management (New York) first reported a position in BAC in Q2 2015 and held it in 33 quarters. The position peaked at $885M in Q4 2017. 2,615 funds tracked by Wall St. Rank hold BAC as of Q3 2023.

  • Eagle Capital Management (New York) reported no remaining Bank of America position as of Q3 2023 after selling out during the quarter.
  • Eagle Capital Management (New York) sold 77,700 Bank of America shares in Q3 2023, an estimated $2.23M.
  • Eagle Capital Management (New York) first reported a position in Bank of America in Q2 2015 and held it in 33 quarters.
  • Eagle Capital Management (New York)'s Bank of America position peaked at $885M in Q4 2017.
  • 2,615 funds tracked by Wall St. Rank held Bank of America as of Q3 2023.

Based on Eagle Capital Management (New York)'s 13F filing for Q3 2023, filed 14 Nov 2023.