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Unionview LLC’s Bank of America BAC Stock Holding History

Unionview LLC’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
Q4 		$1.08M Buy
24,487
+85
+0.3% +$3.74K 0.79% 25
2024
Q3 		$968K Buy
24,402
+95
+0.4% +$3.81K 0.75% 26
2024
Q2 		$967K Buy
24,307
+782
+3% +$30K 0.79% 27
2024
Q1 		$892K Hold
23,525
– – 0.74% 25
2023
Q4 		$792K Buy
23,525
+100
+0.4% +$2.91K 0.71% 28
2023
Q3 		$641K Buy
23,425
+123
+0.5% +$3.64K 0.61% 32
2023
Q2 		$669K Buy
23,302
+36
+0.2% +$1.03K 0.61% 31
2023
Q1 		$665K Sell
23,266
-971
-4% -$32.1K 0.62% 29
2022
Q4 		$803K Buy
24,237
+92
+0.4% +$3.17K 0.8% 23
2022
Q3 		$729K Buy
24,145
+96
+0.4% +$3.21K 0.83% 21
2022
Q2 		$749K Buy
24,049
+156
+0.7% +$5.62K 0.84% 21
2022
Q1 		$985K Hold
23,893
– – 0.92% 21
2021
Q4 		$1.06M Buy
+23,893
New +$1.09M 0.99% 20

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Unionview LLC's BAC Position: Q4 2024 in Review

Unionview LLC increased its Bank of America (BAC) stake by 0.35% in Q4 2024, buying an estimated $3.74K and bringing the position to 24,487 shares worth $1.08M. The position accounts for 0.79% of the portfolio, ranked #25.

Unionview LLC first reported a position in BAC in Q4 2021 and has held it in 13 quarters since. 3,267 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Unionview LLC held 24,487 shares of Bank of America worth $1.08M as of Q4 2024.
  • Unionview LLC bought 85 Bank of America shares in Q4 2024, an estimated $3.74K.
  • Bank of America made up 0.79% of Unionview LLC's portfolio in Q4 2024, its #25 holding.
  • Unionview LLC first reported a position in Bank of America in Q4 2021 and has held it in 13 quarters since.
  • 3,267 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.