Ownership history in Alta Advisers Ltd Β· 14 quarters on record
This page tracks every 13F SEC filing in which Alta Advisers Ltd reported a position in BK OF AMERICA CORP (BAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Alta Advisers Ltd outperformed the S&P 500 by +1.0% annually on this BAC position. Timing score: 67% (2/3 decisions correct). Average cost basis: $33.72. Maximum drawdown during holding period: β15.4%.
β
Outperformed SPY on this position by 1.0% ann.
13 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $27.60 (2022 Q3) Β· Worst: $42.71 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. Bought during 1 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.53% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size