Hudson Edge Investment Partners’s Bank of America BAC Stock Holding History

Hudson Edge Investment Partners’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
2025 Q1	–	Sell	-350	Closed	-$15.4K	–	113
2024 Q4	$15.4K	Hold	350	–	–	﹤0.01%	159
2024 Q3	$13.9K	Hold	350	–	–	﹤0.01%	172
2024 Q2	$13.9K	Buy	+350	New	+$13.4K	﹤0.01%	170
2018 Q1	–	Sell	-436,636	Closed	-$12.9M	–	153
2017 Q4	$12.9M	Sell	436,636 -17,555	-4%	-$484K	1.78%	31
2017 Q3	$11.5M	Sell	454,191 -117,708	-21%	-$2.86M	1.64%	38
2017 Q2	$13.9M	Sell	571,899 -34,250	-6%	-$799K	1.95%	25
2017 Q1	$14.3M	Sell	606,149 -5,025	-0.8%	-$119K	1.9%	28
2016 Q4	$13.5M	Sell	611,174 -214,156	-26%	-$4.12M	1.84%	32
2016 Q3	$12.9M	Buy	825,330 +109,820	+15%	+$1.64M	1.93%	20
2016 Q2	$9.49M	Buy	+715,510	New	+$10.1M	1.42%	44

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hudson Edge Investment Partners's BAC Position: Q1 2025 in Review

Hudson Edge Investment Partners sold out of Bank of America (BAC) in Q1 2025, closing a stake of 350 shares — an estimated $15.4K sold.

Hudson Edge Investment Partners first reported a position in BAC in Q2 2016 and held it in 10 quarters. The position peaked at $14.3M in Q1 2017. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Hudson Edge Investment Partners reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
Hudson Edge Investment Partners sold 350 Bank of America shares in Q1 2025, an estimated $15.4K.
Hudson Edge Investment Partners first reported a position in Bank of America in Q2 2016 and held it in 10 quarters.
Hudson Edge Investment Partners's Bank of America position peaked at $14.3M in Q1 2017.
3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2025, filed 28 Apr 2025.