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Winslow Evans & Crocker’s Bank of America BAC Stock Holding History

Winslow Evans & Crocker’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
Q4 		$789K Buy
26,033
+1,369
+6% +$36.7K 0.15% 154
2020
Q3 		$594K Buy
24,664
+289
+1% +$7.2K 0.15% 145
2020
Q2 		$579K Buy
24,375
+751
+3% +$17.7K 0.15% 138
2020
Q1 		$504K Sell
23,624
-582
-2% -$17.4K 0.17% 128
2019
Q4 		$854K Buy
24,206
+7,050
+41% +$228K 0.22% 103
2019
Q3 		$502K Sell
17,156
-466
-3% -$13.4K 0.14% 160
2019
Q2 		$514K Sell
17,622
-8,620
-33% -$249K 0.14% 160
2019
Q1 		$728K Buy
26,242
+7,986
+44% +$226K 0.21% 110
2018
Q4 		$452K Sell
18,256
-1,172
-6% -$31.8K 0.15% 149
2018
Q3 		$574K Buy
19,428
+388
+2% +$11.8K 0.17% 135
2018
Q2 		$540K Buy
19,040
+486
+3% +$14.5K 0.17% 134
2018
Q1 		$556K Buy
18,554
+708
+4% +$22.2K 0.18% 125
2017
Q4 		$527K Buy
17,846
+3,116
+21% +$85.9K 0.17% 131
2017
Q3 		$373K Sell
14,730
-1,175
-7% -$28.5K 0.12% 176
2017
Q2 		$385K Buy
15,905
+323
+2% +$7.53K 0.11% 211
2017
Q1 		$368K Sell
15,582
-700
-4% -$16.6K 0.12% 185
2016
Q4 		$360K Buy
16,282
+1,044
+7% +$20.1K 0.11% 185
2016
Q3 		$238K Buy
15,238
+820
+6% +$12.2K 0.07% 276
2016
Q2 		$191K Sell
14,418
-11,002
-43% -$155K 0.06% 288
2016
Q1 		$344K Sell
25,420
-278
-1% -$3.75K 0.1% 184
2015
Q4 		$432K Buy
25,698
+2,916
+13% +$49.3K 0.12% 173
2015
Q3 		$355K Sell
22,782
-1,686
-7% -$28.4K 0.11% 190
2015
Q2 		$416K Sell
24,468
-18
-0.1% -$297 0.12% 187
2015
Q1 		$377K Buy
24,486
+2,782
+13% +$44.7K 0.11% 203
2014
Q4 		$388K Buy
21,704
+32
+0.1% +$548 0.11% 189
2014
Q3 		$369K Buy
21,672
+2,435
+13% +$38.8K 0.11% 208
2014
Q2 		$296K Sell
19,237
-857
-4% -$13.3K 0.1% 217
2014
Q1 		$346K Sell
20,094
-3,225
-14% -$54.3K 0.12% 195
2013
Q4 		$363K Buy
+23,319
New +$346K 0.12% 192

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Winslow Evans & Crocker's BAC Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Bank of America (BAC) stake by 5.6% in Q4 2020, buying an estimated $36.7K and bringing the position to 26,033 shares worth $789K. The position accounts for 0.15% of the portfolio, ranked #154.

Winslow Evans & Crocker first reported a position in BAC in Q4 2013 and has held it in 29 quarters since. The position peaked at $854K in Q4 2019. 2,376 funds tracked by Wall St. Rank hold BAC as of Q4 2020.

  • Winslow Evans & Crocker held 26,033 shares of Bank of America worth $789K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,369 Bank of America shares in Q4 2020, an estimated $36.7K.
  • Bank of America made up 0.15% of Winslow Evans & Crocker's portfolio in Q4 2020, its #154 holding.
  • Winslow Evans & Crocker first reported a position in Bank of America in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Bank of America position peaked at $854K in Q4 2019.
  • 2,376 funds tracked by Wall St. Rank held Bank of America as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.