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

Lehman 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
2018
Q3 		$8.48M Sell
287,912
-5,994
-2% -$183K 3.98% 6
2018
Q2 		$8.29M Sell
293,906
-989
-0.3% -$29.5K 4.18% 5
2018
Q1 		$8.84M Sell
294,895
-10,400
-3% -$327K 4.53% 4
2017
Q4 		$9.01M Sell
305,295
-291
-0.1% -$8.02K 4.68% 3
2017
Q3 		$7.74M Sell
305,586
-912
-0.3% -$22.1K 3.94% 4
2017
Q2 		$7.45M Sell
306,498
-3,000
-1% -$69.9K 4.2% 4
2017
Q1 		$7.3M Buy
309,498
+104
+0% +$2.47K 4.04% 5
2016
Q4 		$6.84M Buy
309,394
+5,299
+2% +$102K 3.9% 6
2016
Q3 		$4.76M Buy
304,095
+6,929
+2% +$103K 2.75% 12
2016
Q2 		$3.94M Buy
297,166
+18,351
+7% +$258K 1.98% 15
2016
Q1 		$3.77M Buy
278,815
+16,652
+6% +$225K 2.01% 15
2015
Q4 		$4.41M Buy
262,163
+2,601
+1% +$44K 2.38% 11
2015
Q3 		$4.04M Buy
259,562
+12,646
+5% +$213K 2.06% 12
2015
Q2 		$4.2M Sell
246,916
-2,097
-0.8% -$34.6K 2.04% 12
2015
Q1 		$3.83M Buy
249,013
+14,085
+6% +$226K 1.76% 14
2014
Q4 		$4.2M Buy
234,928
+7,301
+3% +$125K 2.06% 12
2014
Q3 		$3.88M Buy
227,627
+125,600
+123% +$2M 2.03% 10
2014
Q2 		$1.57M Sell
102,027
-142,294
-58% -$2.21M 0.75% 31
2014
Q1 		$4.2M Sell
244,321
-1,106
-0.5% -$18.6K 2.17% 9
2013
Q4 		$3.82M Sell
245,427
-700
-0.3% -$10.4K 2.36% 9
2013
Q3 		$3.4M Buy
246,127
+1,165
+0.5% +$16.6K 2.18% 11
2013
Q2 		$3.15M Buy
+244,962
New +$3.12M 2.13% 10

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lehman Financial Resources's BAC Position: Q3 2018 in Review

Lehman Financial Resources reduced its Bank of America (BAC) stake by 2% in Q3 2018, selling an estimated $183K and leaving 287,912 shares worth $8.48M. The position accounts for 3.98% of the portfolio, ranked #6.

Lehman Financial Resources first reported a position in BAC in Q2 2013 and has held it in 22 quarters since. The position peaked at $9.01M in Q4 2017. 2,017 funds tracked by Wall St. Rank hold BAC as of Q3 2018.

  • Lehman Financial Resources held 287,912 shares of Bank of America worth $8.48M as of Q3 2018.
  • Lehman Financial Resources sold 5,994 Bank of America shares in Q3 2018, an estimated $183K.
  • Bank of America made up 3.98% of Lehman Financial Resources's portfolio in Q3 2018, its #6 holding.
  • Lehman Financial Resources first reported a position in Bank of America in Q2 2013 and has held it in 22 quarters since.
  • Lehman Financial Resources's Bank of America position peaked at $9.01M in Q4 2017.
  • 2,017 funds tracked by Wall St. Rank held Bank of America as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.