Ariel Focus Fund BAC Holdings History

Number of Shares
68,506.00
Current Holdings Value*
$2.86 Mil
% of Portfolio
4.65%
Total Estimate Gain
$1.32 Mil
% of Total Estimate Gain
44.14%

Ariel Focus Fund's Bank of America Corp Holding Summary

As of 2025-03-31, ARIEL INVESTMENT TRUST held 68,506.00 shares of Bank of America Corp(BAC), totaling $2.86 Mil. This investment constitutes 4.65% of their stock portfolio, and ARIEL INVESTMENT TRUST now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2022Q3. And since then Ariel Focus Fund has made 5 purchases of BAC, at an average price of $32.27, for a total of 92,757.00 shares. In addition, there have been 4 sales at an average price of $41.88 for 24,251.00 shares. Based on historical transaction data and BAC's current price of $48.15, Ariel Focus Fund's estimated gain on his BAC holdings is $1.32 Mil, reflecting a 44.14% gain to date.

Ariel Focus Fund BAC ($48.15) Holding Chart

Ariel Focus Fund BAC ($48.15) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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