Bank of America Corp. (BAC)

Sector:Financials
Super Investor Stats:
Ownership count:18
Ownership rank:5
% of all portfolios:1.598%
Hold Price * :$28.97
History Portfolio Manager Activity Share change % change to portfolio
Q4  2017
David Tepper - Appaloosa Management Add 170.96% 10,820,596 3.65
Kahn Brothers Advisors - Kahn Brothers Group Add 36.14% 7,333 0.03
Thomas Russo - Gardner Russo & Gardner Add 2.13% 1,000 0.00
Bill Miller - Miller Value Partners Reduce 6.79% 171,280 0.22
Steven Romick - FPA Crescent Fund Reduce 8.90% 1,673,901 0.42
Dodge & Cox Team - Dodge & Cox Reduce 13.48% 13,808,200 0.58
Allan Mecham - Arlington Value Capital Reduce 55.61% 684,800 1.92
John Griffin - Blue Ridge Capital Reduce 62.98% 7,953,780 7.81
Daniel Loeb - Third Point Sell 100.00% 12,250,000 2.61
Q3  2017
Harry Burn - Sound Shore Add 14.48% 415,350 0.52
Warren Buffett - Berkshire Hathaway Buy 679,000,000 9.68
Allan Mecham - Arlington Value Capital Reduce 0.17% 2,079 0.01
Bill Miller - Miller Value Partners Reduce 1.73% 44,365 0.05
Thomas Russo - Gardner Russo & Gardner Reduce 4.33% 2,125 0.00
John Griffin - Blue Ridge Capital Reduce 9.81% 1,373,020 0.62
Daniel Loeb - Third Point Reduce 18.33% 2,750,000 0.59
Michael Price - MFP Investors Reduce 20.00% 5,000 0.02
Kahn Brothers Advisors - Kahn Brothers Group Reduce 26.55% 7,334 0.03
David Tepper - Appaloosa Management Reduce 27.93% 2,453,237 0.93
Mark Hillman - Hillman Fund Reduce 45.45% 25,000 2.02
Q2  2017
Mark Hillman - Hillman Fund Add 57.14% 20,000 1.52
Daniel Loeb - Third Point Add 11.11% 1,500,000 0.32
Harry Burn - Sound Shore Add 9.30% 244,250 0.30
Allan Mecham - Arlington Value Capital Add 1.32% 16,100 0.04
Thomas Russo - Gardner Russo & Gardner Add 1.24% 600 0.00
Bill Miller - Miller Value Partners Reduce 3.56% 94,766 0.11
Dodge & Cox Team - Dodge & Cox Reduce 7.96% 8,857,800 0.33
John Griffin - Blue Ridge Capital Reduce 10.37% 1,619,600 0.69
Q1  2017
John Griffin - Blue Ridge Capital Add 11.96% 1,668,700 0.51
David Tepper - Appaloosa Management Buy 8,782,641 3.63

* "Hold Price" is the term we use to indicate the price at which our Super Investors are comfortable owning a security. It is the price of the security as of the portfolio date (usually quarter end). It's a reasonable indicator of a stock's undervaluation at that price, otherwise it would have been sold. We only provide this value when a security is owned by at least two Super Investors. In the case of reporting dates being different, we calculate a weighted average price.