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Lehman & Derafelo Financial Resources’s Bank of America BAC Stock Holding History

Lehman & Derafelo Financial Resources’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
2022
Q4 		$9.11M Buy
275,085
+1,790
+0.7% +$61.7K 2.7% 9
2022
Q3 		$8.25M Buy
273,295
+6,499
+2% +$217K 2.6% 10
2022
Q2 		$8.3M Buy
266,796
+7,398
+3% +$266K 2.57% 9
2022
Q1 		$10.7M Buy
259,398
+382
+0.1% +$17.2K 2.97% 9
2021
Q4 		$11.5M Sell
259,016
-1,152
-0.4% -$52.5K 3.48% 6
2021
Q3 		$11M Sell
260,168
-14,328
-5% -$577K 3.59% 5
2021
Q2 		$11.3M Sell
274,496
-648
-0.2% -$26.6K 3.09% 6
2021
Q1 		$10.6M Sell
275,144
-7,008
-2% -$242K 2.99% 7
2020
Q4 		$8.55M Sell
282,152
-2,347
-0.8% -$62.9K 2.56% 7
2020
Q3 		$6.85M Buy
284,499
+303
+0.1% +$7.54K 2.18% 9
2020
Q2 		$6.75M Buy
284,196
+2,831
+1% +$66.9K 2.36% 8
2020
Q1 		$5.97M Sell
281,365
-1,746
-0.6% -$52.3K 2.49% 9
2019
Q4 		$9.97M Sell
283,111
-1,341
-0.5% -$43.3K 3.58% 6
2019
Q3 		$8.3M Buy
284,452
+1,408
+0.5% +$40.5K 3.17% 6
2019
Q2 		$8.28M Sell
283,044
-4,343
-2% -$125K 3.38% 7
2019
Q1 		$7.93M Buy
287,387
+4,127
+1% +$117K 3.42% 7
2018
Q4 		$6.98M Buy
+283,260
New +$7.68M 3.47% 7

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lehman & Derafelo Financial Resources's BAC Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Bank of America (BAC) stake by 0.65% in Q4 2022, buying an estimated $61.7K and bringing the position to 275,085 shares worth $9.11M. The position accounts for 2.7% of the portfolio, ranked #9.

Lehman & Derafelo Financial Resources first reported a position in BAC in Q4 2018 and has held it in 17 quarters since. The position peaked at $11.5M in Q4 2021. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 275,085 shares of Bank of America worth $9.11M as of Q4 2022.
  • Lehman & Derafelo Financial Resources bought 1,790 Bank of America shares in Q4 2022, an estimated $61.7K.
  • Bank of America made up 2.7% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #9 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Bank of America in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's Bank of America position peaked at $11.5M in Q4 2021.
  • 2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.