Otter Creek Advisors’s Bank of America BAC Stock Holding History

Otter Creek Advisors’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
2024 Q1	–	Sell	-85,000	Closed	-$2.86M	–	50
2023 Q4	$2.86M	Buy	+85,000	New	+$2.47M	1.7%	25
2018 Q2	–	Sell	-241,676	Closed	-$7.25M	–	70
2018 Q1	$7.25M	Sell	241,676 -24,190	-9%	-$760K	1.53%	30
2017 Q4	$7.85M	Buy	+265,866	New	+$7.33M	1.12%	43

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

Norges Bank Oslo, Norway $935B AUM

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

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

Otter Creek Advisors's BAC Position: Q1 2024 in Review

Otter Creek Advisors sold out of Bank of America (BAC) in Q1 2024, closing a stake of 85,000 shares — an estimated $2.86M sold.

Otter Creek Advisors first reported a position in BAC in Q4 2017 and held it in 3 quarters. The position peaked at $7.85M in Q4 2017. 2,918 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

Otter Creek Advisors reported no remaining Bank of America position as of Q1 2024 after selling out during the quarter.
Otter Creek Advisors sold 85,000 Bank of America shares in Q1 2024, an estimated $2.86M.
Otter Creek Advisors first reported a position in Bank of America in Q4 2017 and held it in 3 quarters.
Otter Creek Advisors's Bank of America position peaked at $7.85M in Q4 2017.
2,918 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on Otter Creek Advisors's 13F filing for Q1 2024, filed 10 May 2024.