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

Meridiem 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
2023 Q1	–	Sell	-12,500	Closed	-$414K	–	68
2022 Q4	$414K	Hold	12,500	–	–	0.01%	37
2022 Q3	$378K	Hold	12,500	–	–	0.01%	37
2022 Q2	$389K	Hold	12,500	–	–	0.01%	38
2022 Q1	$515K	Buy	+12,500	New	+$564K	0.01%	36
2021 Q1	–	Sell	-1,584	Closed	-$48K	–	80
2020 Q4	$48K	Buy	+1,584	New	+$42.5K	﹤0.01%	75

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Meridiem Investment Management's BAC Position: Q1 2023 in Review

Meridiem Investment Management sold out of Bank of America (BAC) in Q1 2023, closing a stake of 12,500 shares — an estimated $414K sold.

Meridiem Investment Management first reported a position in BAC in Q4 2020 and held it in 5 quarters. The position peaked at $515K in Q1 2022. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

Meridiem Investment Management reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
Meridiem Investment Management sold 12,500 Bank of America shares in Q1 2023, an estimated $414K.
Meridiem Investment Management first reported a position in Bank of America in Q4 2020 and held it in 5 quarters.
Meridiem Investment Management's Bank of America position peaked at $515K in Q1 2022.
2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Meridiem Investment Management's 13F filing for Q1 2023, filed 27 Apr 2023.