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Polar Capital’s Bank of America BAC Stock Holding History

Polar Capital’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
2020
Q3 		$8.14M Sell
338,101
-276,983
-45% -$6.9M 0.06% 191
2020
Q2 		$14.6M Sell
615,084
-242,925
-28% -$5.74M 0.13% 146
2020
Q1 		$18.2M Sell
858,009
-1,083,368
-56% -$32.5M 0.2% 134
2019
Q4 		$68.4M Sell
1,941,377
-854,508
-31% -$27.6M 0.6% 40
2019
Q3 		$81.6M Buy
2,795,885
+310,885
+13% +$8.94M 0.73% 30
2019
Q2 		$72.1M Sell
2,485,000
-23,600
-0.9% -$681K 0.63% 49
2019
Q1 		$69.2M Sell
2,508,600
-80,241
-3% -$2.27M 0.64% 42
2018
Q4 		$63.8M Sell
2,588,841
-444,612
-15% -$12.1M 0.68% 43
2018
Q3 		$89.4M Buy
3,033,453
+7,540
+0.2% +$230K 0.76% 31
2018
Q2 		$85.3K Sell
3,025,913
-53,832
-2% -$1.61M 0.51% 33
2018
Q1 		$92.3M Buy
3,079,745
+12,641
+0.4% +$397K 0.93% 20
2017
Q4 		$90.5M Buy
3,067,104
+470,032
+18% +$13M 0.93% 23
2017
Q3 		$65.8M Buy
2,597,072
+178,132
+7% +$4.32M 0.74% 36
2017
Q2 		$58.7M Buy
2,418,940
+266,701
+12% +$6.22M 0.79% 36
2017
Q1 		$50.8M Buy
2,152,239
+518,933
+32% +$12.3M 0.76% 39
2016
Q4 		$36.1M Buy
1,633,306
+56,578
+4% +$1.09M 0.58% 44
2016
Q3 		$24.7M Sell
1,576,728
-50,393
-3% -$750K 0.43% 75
2016
Q2 		$21.6M Sell
1,627,121
-1,654,968
-50% -$23.2M 0.41% 81
2016
Q1 		$44.4M Buy
3,282,089
+249,062
+8% +$3.36M 0.83% 37
2015
Q4 		$51M Buy
3,033,027
+1,036,370
+52% +$17.5M 0.92% 31
2015
Q3 		$31.1M Buy
+1,996,657
New +$33.6M 0.63% 46

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Polar Capital's BAC Position: Q3 2020 in Review

Polar Capital reduced its Bank of America (BAC) stake by 45% in Q3 2020, selling an estimated $6.9M and leaving 338,101 shares worth $8.14M. The position accounts for 0.06% of the portfolio, ranked #191.

Polar Capital first reported a position in BAC in Q3 2015 and has held it in 21 quarters since. The position peaked at $92.3M in Q1 2018. 2,087 funds tracked by Wall St. Rank hold BAC as of Q3 2020.

  • Polar Capital held 338,101 shares of Bank of America worth $8.14M as of Q3 2020.
  • Polar Capital sold 276,983 Bank of America shares in Q3 2020, an estimated $6.9M.
  • Bank of America made up 0.06% of Polar Capital's portfolio in Q3 2020, its #191 holding.
  • Polar Capital first reported a position in Bank of America in Q3 2015 and has held it in 21 quarters since.
  • Polar Capital's Bank of America position peaked at $92.3M in Q1 2018.
  • 2,087 funds tracked by Wall St. Rank held Bank of America as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.