BAC β€” Bank of America Corp

Ownership history in DAILY JOURNAL CORP  Β·  48 quarters on record

This page tracks every 13F SEC filing in which DAILY JOURNAL CORP reported a position in Bank 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.

πŸ” Peak position
56.39% (2020 Q3)
πŸ“Š Avg. % of fund
39.29%
πŸ“… First filed
2013 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
48

Position Intelligence

DAILY JOURNAL CORP Γ— BAC AI Analytics

πŸ“ˆ DAILY JOURNAL CORP outperformed the S&P 500 by +2.9% annually on this BAC position. Timing score: 50% (2/4 decisions correct). Average cost basis: $24.47. Maximum drawdown during holding period: –39.3%.

πŸ“ˆ Position Alpha vs SPY
+2.9%
annualised excess return

βœ… Outperformed SPY on this position by 2.9% ann.
47 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct

πŸ’° Entry Quality
$24.47
+123.5% vs current ($54.69)

Best entry: $12.20 (2013 Q4)  Β·  Worst: $24.59 (2019 Q2)

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

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

2 adds Β· 2 trims. Bought during 0 of 14 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 39.76% 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 Q4 UNCHANGED 2,000,000 β€” 0% 39.76% $110.0M $54.69
2025 Q3 UNCHANGED 2,000,000 β€” 0% 39.34% $103.2M $51.03
2025 Q2 UNCHANGED 2,000,000 β€” 0% 40.21% $94.6M $46.55
2025 Q1 UNCHANGED 2,000,000 β€” 0% 38.69% $83.5M $40.81
2024 Q4 UNCHANGED 2,000,000 β€” 0% 41.98% $87.9M $42.71
2024 Q3 UNCHANGED 2,000,000 β€” 0% 42.82% $79.4M $38.35
2024 Q1 REDUCED 2,000,000 -300,000 -13.0% 42.80% $75.8M $36.19
2023 Q4 UNCHANGED 2,300,000 β€” 0% 41.84% $77.4M $31.91
2023 Q3 UNCHANGED 2,300,000 β€” 0% 39.69% $63.0M $25.74
2023 Q2 UNCHANGED 2,300,000 β€” 0% 40.35% $66.0M $26.75
38 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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