Leon Cooperman’s Bank of America BAC Stock Holding History

Leon Cooperman’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	-400,000	Closed	-$11M	–	51
2023 Q3	$11M	Hold	400,000	–	–	0.57%	29
2023 Q2	$11.5M	Hold	400,000	–	–	0.62%	27
2023 Q1	$11.4M	Hold	400,000	–	–	0.69%	26
2022 Q4	$13.2M	Buy	400,000 +300,000	+300%	+$10.3M	0.82%	26
2022 Q3	$3.02M	Hold	100,000	–	–	0.21%	34
2022 Q2	$3.11M	Buy	100,000 +20,000	+25%	+$720K	0.21%	34
2022 Q1	$3.3M	Buy	+80,000	New	+$3.61M	0.17%	38

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Leon Cooperman's BAC Position: Q4 2023 in Review

Leon Cooperman sold out of Bank of America (BAC) in Q4 2023, closing a stake of 400,000 shares — an estimated $11M sold.

Leon Cooperman first reported a position in BAC in Q1 2022 and held it in 7 quarters. The position peaked at $13.2M in Q4 2022. 2,857 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

Leon Cooperman reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
Leon Cooperman sold 400,000 Bank of America shares in Q4 2023, an estimated $11M.
Leon Cooperman first reported a position in Bank of America in Q1 2022 and held it in 7 quarters.
Leon Cooperman's Bank of America position peaked at $13.2M in Q4 2022.
2,857 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Cooperman Leon G's 13F filing for Q4 2023, filed 14 Feb 2024.