Sumitomo Mitsui Financial Group’s Bank of America BAC Stock Holding History

Sumitomo Mitsui Financial Group’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
2019 Q4	–	Sell	-2,000	Closed	-$58K	–	131
2019 Q3	$58K	Buy	+2,000	New	+$57.5K	﹤0.01%	116
2018 Q2	–	Sell	-915	Closed	-$27K	–	109
2018 Q1	$27K	Hold	915	–	–	﹤0.01%	111
2017 Q4	$27K	Hold	915	–	–	﹤0.01%	89
2017 Q3	$23K	Hold	915	–	–	﹤0.01%	91
2017 Q2	$22K	Buy	+915	New	+$21.3K	﹤0.01%	96

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Financial Group's BAC Position: Q4 2019 in Review

Sumitomo Mitsui Financial Group sold out of Bank of America (BAC) in Q4 2019, closing a stake of 2,000 shares — an estimated $58K sold.

Sumitomo Mitsui Financial Group first reported a position in BAC in Q2 2017 and held it in 5 quarters. The position peaked at $58K in Q3 2019. 2,304 funds tracked by Wall St. Rank hold BAC as of Q4 2019.

Sumitomo Mitsui Financial Group reported no remaining Bank of America position as of Q4 2019 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 2,000 Bank of America shares in Q4 2019, an estimated $58K.
Sumitomo Mitsui Financial Group first reported a position in Bank of America in Q2 2017 and held it in 5 quarters.
Sumitomo Mitsui Financial Group's Bank of America position peaked at $58K in Q3 2019.
2,304 funds tracked by Wall St. Rank held Bank of America as of Q4 2019.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q4 2019, filed 14 Feb 2020.