Advisory Research’s Boeing BA Stock Holding History

Advisory Research’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,218	Closed	-$425K	–	347
2023 Q3	$425K	Buy	2,218 +218	+11%	+$47.7K	0.06%	300
2023 Q2	$422K	Buy	+2,000	New	+$415K	0.05%	318
2014 Q2	–	Sell	-535	Closed	-$67K	–	358
2014 Q1	$67K	Buy	+535	New	+$69.7K	﹤0.01%	653

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Advisory Research's BA Position: Q4 2023 in Review

Advisory Research sold out of Boeing (BA) in Q4 2023, closing a stake of 2,218 shares — an estimated $425K sold.

Advisory Research first reported a position in BA in Q1 2014 and held it in 3 quarters. The position peaked at $425K in Q3 2023. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

Advisory Research reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 2,218 Boeing shares in Q4 2023, an estimated $425K.
Advisory Research first reported a position in Boeing in Q1 2014 and held it in 3 quarters.
Advisory Research's Boeing position peaked at $425K in Q3 2023.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.