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Evelyn V. Moreno’s Bank of America BAC Stock Holding History

Evelyn V. Moreno’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 		$2.82M Sell
83,657
-130,527
-61% -$3.8M 1.33% 23
2023
Q3 		$5.86M Sell
214,184
-32,195
-13% -$953K 1.28% 28
2023
Q2 		$7.07M Buy
246,379
+3,520
+1% +$100K 1.51% 22
2023
Q1 		$6.95M Buy
242,859
+12,699
+6% +$419K 1.57% 22
2022
Q4 		$7.62M Buy
230,160
+116,898
+103% +$4.03M 1.76% 14
2022
Q3 		$3.42M Sell
113,262
-117,913
-51% -$3.94M 1.54% 12
2022
Q2 		$7.2M Sell
231,175
-15,590
-6% -$561K 1.68% 16
2022
Q1 		$10.2M Buy
246,765
+5,006
+2% +$226K 2.06% 12
2021
Q4 		$10.8M Buy
241,759
+45,304
+23% +$2.06M 2.15% 14
2021
Q3 		$8.34M Buy
196,455
+6,483
+3% +$261K 1.96% 21
2021
Q2 		$7.83M Sell
189,972
-14,458
-7% -$593K 1.84% 26
2021
Q1 		$7.91M Buy
204,430
+815
+0.4% +$28.1K 1.89% 22
2020
Q4 		$6.17M Buy
203,615
+9,885
+5% +$265K 1.53% 31
2020
Q3 		$4.67M Buy
193,730
+3,050
+2% +$75.9K 1.26% 37
2020
Q2 		$4.53M Buy
190,680
+4,515
+2% +$107K 1.32% 37
2020
Q1 		$3.95M Buy
186,165
+4,250
+2% +$127K 1.34% 38
2019
Q4 		$6.41M Buy
181,915
+3,240
+2% +$105K 1.72% 28
2019
Q3 		$5.21M Buy
+178,675
New +$5.14M 1.43% 36

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evelyn V. Moreno's BAC Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Bank of America (BAC) stake by 61% in Q4 2023, selling an estimated $3.8M and leaving 83,657 shares worth $2.82M. The position accounts for 1.33% of the portfolio, ranked #23.

Evelyn V. Moreno first reported a position in BAC in Q3 2019 and has held it in 18 quarters since. The position peaked at $10.8M in Q4 2021. 2,854 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

  • Evelyn V. Moreno held 83,657 shares of Bank of America worth $2.82M as of Q4 2023.
  • Evelyn V. Moreno sold 130,527 Bank of America shares in Q4 2023, an estimated $3.8M.
  • Bank of America made up 1.33% of Evelyn V. Moreno's portfolio in Q4 2023, its #23 holding.
  • Evelyn V. Moreno first reported a position in Bank of America in Q3 2019 and has held it in 18 quarters since.
  • Evelyn V. Moreno's Bank of America position peaked at $10.8M in Q4 2021.
  • 2,854 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.