SEC 13F Intelligence

Rothschild & Co Asset Management US Inc. / BAC

Rothschild & Co Asset Management US Inc.’s Bank America Corp Position

Does Rothschild & Co Asset Management US Inc. own Bank America Corp (BAC)? Yes5.52M shares worth $189M (+2.87% of its 13F portfolio) as of Q4 2022, up from 5.40M shares the prior filed quarter.

Position Value
$189M
Q4 2022
Shares
5.52M
% of Portfolio
+2.87%
Quarters Held
17
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $245MQ4 ’18Q1 ’19: $267MQ2 ’19: $259MQ3 ’19: $265MQ3 ’19Q4 ’19: $291MQ1 ’20: $198MQ2 ’20: $196MQ2 ’20Q3 ’20: $152MQ4 ’20: $218MQ1 ’21: $259MQ1 ’21Q2 ’21: $273MQ3 ’21: $276MQ4 ’21: $273MQ4 ’21Q1 ’22: $249MQ2 ’22: $196MQ3 ’22: $171MQ3 ’22Q4 ’22: $189Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20225.52M$189M+2.87%
Q3 20225.40M$171M+2.92%
Q2 20225.69M$196M+3.00%
Q1 20225.82M$249M+3.18%
Q4 20215.98M$273M+3.21%
Q3 20216.23M$276M+3.42%
Q2 20216.29M$273M+3.24%
Q1 20216.21M$259M+3.19%
Q4 20206.28M$218M+2.81%
Q3 20204.40M$152M+2.74%
Q2 20205.86M$196M+2.88%
Q1 20206.29M$198M+3.09%
Q4 20196.66M$291M+3.03%
Q3 20196.76M$265M+2.87%
Q2 20196.78M$259M+2.77%
Q1 20197.08M$267M+2.86%
Q4 20187.08M$245M+2.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rothschild & Co Asset Management US Inc.’s full portfolio or all institutional holders of BAC.