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Jupiter Investment Management’s Bank of America BAC Stock Holding History

Jupiter Investment 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
2020
Q2 		– Sell
-517,439
Closed -$11M – 394
2020
Q1 		$11M Buy
517,439
+31,426
+6% +$942K 0.21% 114
2019
Q4 		$17.1M Buy
486,013
+29,411
+6% +$951K 0.24% 118
2019
Q3 		$13.3M Buy
456,602
+278,937
+157% +$8.02M 0.17% 145
2019
Q2 		$5.15M Sell
177,665
-61,922
-26% -$1.79M 0.05% 192
2019
Q1 		$6.61M Buy
239,587
+106,148
+80% +$3M 0.06% 164
2018
Q4 		$3.29M Sell
133,439
-62,539
-32% -$1.7M 0.03% 190
2018
Q3 		$5.77M Sell
195,978
-66,592
-25% -$2.03M 0.04% 179
2018
Q2 		$7.4M Buy
262,570
+149,034
+131% +$4.45M 0.05% 185
2018
Q1 		$3.4M Hold
113,536
– – 0.03% 212
2017
Q4 		$3.35M Buy
113,536
+21,067
+23% +$581K 0.03% 203
2017
Q3 		$2.34M Hold
92,469
– – 0.02% 188
2017
Q2 		$2.24M Sell
92,469
-7,259,588
-99% -$169M 0.03% 216
2017
Q1 		$173M Buy
7,352,057
+3,647,032
+98% +$86.5M 2.45% 1
2016
Q4 		$81.9M Sell
3,705,025
-702,498
-16% -$13.5M 1.41% 23
2016
Q3 		$69M Buy
4,407,523
+3,112,051
+240% +$46.3M 1.2% 22
2016
Q2 		$17.2M Buy
1,295,472
+274,849
+27% +$3.86M 0.32% 84
2016
Q1 		$13.8M Buy
1,020,623
+981,977
+2,541% +$13.3M 0.28% 100
2015
Q4 		$650K Buy
+38,646
New +$654K 0.02% 200
2015
Q2 		– Sell
-58,466
Closed -$899K – 277
2015
Q1 		$899K Buy
58,466
+40,664
+228% +$653K 0.03% 230
2014
Q4 		$318K Buy
17,802
+14,052
+375% +$240K 0.01% 316
2014
Q3 		$63K Sell
3,750
-151,741
-98% -$2.42M ﹤0.01% 302
2014
Q2 		$2.39M Sell
155,491
-459,641
-75% -$7.14M 0.13% 162
2014
Q1 		$10.6M Buy
615,132
+600,330
+4,056% +$10.1M 0.72% 44
2013
Q4 		$230K Sell
14,802
-6,075
-29% -$90.1K 0.02% 294
2013
Q3 		$288K Sell
20,877
-377,754
-95% -$5.39M 0.03% 256
2013
Q2 		$5.13M Buy
+398,631
New +$5.08M 0.62% 57

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Jupiter Investment Management's BAC Position: Q2 2020 in Review

Jupiter Investment Management sold out of Bank of America (BAC) in Q2 2020, closing a stake of 517,439 shares — an estimated $11M sold.

Jupiter Investment Management first reported a position in BAC in Q2 2013 and held it in 26 quarters. The position peaked at $173M in Q1 2017. 2,133 funds tracked by Wall St. Rank hold BAC as of Q2 2020.

  • Jupiter Investment Management reported no remaining Bank of America position as of Q2 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 517,439 Bank of America shares in Q2 2020, an estimated $11M.
  • Jupiter Investment Management first reported a position in Bank of America in Q2 2013 and held it in 26 quarters.
  • Jupiter Investment Management's Bank of America position peaked at $173M in Q1 2017.
  • 2,133 funds tracked by Wall St. Rank held Bank of America as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.