Shepherd Kaplan Krochuk’s Bank of America BAC Stock Holding History

Shepherd Kaplan Krochuk’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
2013 Q3	–	Sell	-10,000	Closed	-$129K	–	588
2013 Q2	$129K	Buy	+10,000	New	+$128K	0.03%	495

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Shepherd Kaplan Krochuk's BAC Position: Q4 2022 in Review

Shepherd Kaplan Krochuk sold out of Bank of America (BAC) in Q4 2022, closing a stake of 8,400 shares — an estimated $254K sold.

Shepherd Kaplan Krochuk first reported a position in BAC in Q3 2015 and held it in 27 quarters. The position peaked at $550K in Q4 2019. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

Shepherd Kaplan Krochuk reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 8,400 Bank of America shares in Q4 2022, an estimated $254K.
Shepherd Kaplan Krochuk first reported a position in Bank of America in Q3 2015 and held it in 27 quarters.
Shepherd Kaplan Krochuk's Bank of America position peaked at $550K in Q4 2019.
2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2022, filed 14 Feb 2023.