EMFO LLC’s Bank of America BAC Stock Holding History

EMFO LLC’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	-13,000	Closed	-$356K	–	288
2023 Q3	$356K	Hold	13,000	–	–	0.34%	61
2023 Q2	$373K	Hold	13,000	–	–	0.34%	64
2023 Q1	$372K	Buy	+13,000	New	+$429K	0.35%	59

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

EMFO LLC's BAC Position: Q4 2023 in Review

EMFO LLC sold out of Bank of America (BAC) in Q4 2023, closing a stake of 13,000 shares — an estimated $356K sold.

EMFO LLC first reported a position in BAC in Q1 2023 and held it in 3 quarters. The position peaked at $373K in Q2 2023. 2,854 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

EMFO LLC reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
EMFO LLC sold 13,000 Bank of America shares in Q4 2023, an estimated $356K.
EMFO LLC first reported a position in Bank of America in Q1 2023 and held it in 3 quarters.
EMFO LLC's Bank of America position peaked at $373K in Q2 2023.
2,854 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on EMFO LLC's 13F filing for Q4 2023, filed 30 Jan 2024.