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Sarah T. Connolly’s Bank of America BAC Stock Holding History

Sarah T. Connolly’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
-46,210
Closed -$1.27M – 17
2023
Q3 		$1.27M Sell
46,210
-19,475
-30% -$576K 0.84% 46
2023
Q2 		$1.88M Sell
65,685
-1,573
-2% -$44.9K 1.14% 34
2023
Q1 		$1.92M Buy
67,258
+784
+1% +$25.9K 1.22% 30
2022
Q4 		$2.2M Buy
66,474
+379
+0.6% +$13.1K 1.5% 19
2022
Q3 		$2M Buy
66,095
+2,270
+4% +$75.9K 1.46% 22
2022
Q2 		$1.99M Buy
63,825
+948
+2% +$34.1K 1.35% 23
2022
Q1 		$2.59M Buy
62,877
+2,527
+4% +$114K 1.52% 20
2021
Q4 		$2.69M Buy
60,350
+19,846
+49% +$904K 1.5% 23
2021
Q3 		$1.72M Buy
40,504
+295
+0.7% +$11.9K 1.41% 24
2021
Q2 		$1.66M Sell
40,209
-515
-1% -$21.1K 1.35% 27
2021
Q1 		$1.58M Sell
40,724
-720
-2% -$24.8K 1.4% 25
2020
Q4 		$1.26M Buy
+41,444
New +$1.11M 1.15% 35

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sarah T. Connolly's BAC Position: Q4 2023 in Review

Sarah T. Connolly sold out of Bank of America (BAC) in Q4 2023, closing a stake of 46,210 shares — an estimated $1.27M sold.

Sarah T. Connolly first reported a position in BAC in Q4 2020 and held it in 12 quarters. The position peaked at $2.69M in Q4 2021. 2,855 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

  • Sarah T. Connolly reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 46,210 Bank of America shares in Q4 2023, an estimated $1.27M.
  • Sarah T. Connolly first reported a position in Bank of America in Q4 2020 and held it in 12 quarters.
  • Sarah T. Connolly's Bank of America position peaked at $2.69M in Q4 2021.
  • 2,855 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.