Hunter Perkins Capital Management’s Bank of America BAC Stock Holding History

Hunter Perkins Capital Management’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	-7,786	Closed	-$213K	–	94
2023 Q3	$213K	Sell	7,786 -3,720	-32%	-$110K	0.05%	119
2023 Q2	$330K	Buy	11,506 +2,000	+21%	+$57.1K	0.07%	105
2023 Q1	$272K	Buy	+9,506	New	+$314K	0.06%	99

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

Hunter Perkins Capital Management's BAC Position: Q4 2023 in Review

Hunter Perkins Capital Management sold out of Bank of America (BAC) in Q4 2023, closing a stake of 7,786 shares — an estimated $213K sold.

Hunter Perkins Capital Management first reported a position in BAC in Q1 2023 and held it in 3 quarters. The position peaked at $330K in Q2 2023. 2,855 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

Hunter Perkins Capital Management reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
Hunter Perkins Capital Management sold 7,786 Bank of America shares in Q4 2023, an estimated $213K.
Hunter Perkins Capital Management first reported a position in Bank of America in Q1 2023 and held it in 3 quarters.
Hunter Perkins Capital Management's Bank of America position peaked at $330K in Q2 2023.
2,855 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Hunter Perkins Capital Management's 13F filing for Q4 2023, filed 18 Jan 2024.