BAC β€” BANK AMER CORP

Ownership history in Ceredex Value Advisors LLC  Β·  30 quarters on record

This page tracks every 13F SEC filing in which Ceredex Value Advisors LLC reported a position in BANK AMER 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.

πŸ” Peak position
1.7% (2021 Q1)
πŸ“Š Avg. % of fund
1.22%
πŸ“… First filed
2018 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
30

Position Intelligence

Ceredex Value Advisors LLC Γ— BAC AI Analytics

πŸ“‰ Ceredex Value Advisors LLC underperformed the S&P 500 by –0.1% annually on this BAC position. Timing score: 61% (17/28 decisions correct). Average cost basis: $25.95. Maximum drawdown during holding period: –39.3%.

πŸ“ˆ Position Alpha vs SPY
-0.1%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
28 quarters analyzed

⏱️ Timing Score
61%

βœ… Decent timing β€” more right than wrong on entries and exits.
17 of 28 add/trim decisions correct

πŸ’° Entry Quality
$25.95
+96.6% vs current ($51.03)

Best entry: $18.34 (2020 Q1)  Β·  Worst: $38.35 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–39.3%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
40%
buy-side decisions

12 adds Β· 18 trims. Bought during 4 of 8 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.03% of portfolio

⚠ 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.

% of Fund (quarterly)    BAC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 860,746 -324,594 -27.4% 1.03% $44.4M $51.03
2025 Q2 REDUCED 1,185,340 -212,916 -15.2% 1.20% $56.1M $46.55
2025 Q1 REDUCED 1,398,256 -25,608 -1.8% 1.28% $58.3M $40.81
2024 Q4 REDUCED 1,423,864 -107,667 -7.0% 1.26% $62.6M $42.71
2024 Q3 ADDED 1,531,531 +316,206 +26.0% 1.19% $60.8M $38.35
2024 Q2 REDUCED 1,215,325 -245,046 -16.8% 0.91% $48.3M $38.19
2024 Q1 ADDED 1,460,371 +44,946 +3.2% 0.97% $55.4M $36.19
2023 Q4 REDUCED 1,415,425 -481,679 -25.4% 0.83% $47.7M $31.91
2023 Q3 REDUCED 1,897,104 -433,241 -18.6% 0.92% $51.9M $25.74
2023 Q2 REDUCED 2,330,345 -70,884 -3.0% 1.08% $66.9M $26.75
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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