Altshuler Shaham’s Boeing BA Stock Holding History

Altshuler Shaham’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
2022 Q4	–	Sell	-7,779	Closed	-$1.27M	–	463
2022 Q3	$975K	Hold	7,779	–	–	0.02%	66
2022 Q2	$1.06M	Hold	7,779	–	–	0.02%	77
2022 Q1	$1.49M	Buy	7,779 +1,179	+18%	+$237K	0.01%	131
2021 Q4	$1.33M	Buy	+6,600	New	+$1.39M	0.01%	156
2019 Q1	–	Sell	-305,531	Closed	-$98.5M	–	301
2018 Q4	$98.5M	Buy	305,531 +23,789	+8%	+$8.22M	4.34%	8
2018 Q3	$105M	Buy	281,742 +10,096	+4%	+$3.55M	5.53%	6
2018 Q2	$91.1M	Buy	271,646 +17,627	+7%	+$6.06M	7.59%	4
2018 Q1	$83.3M	Buy	+254,019	New	+$85.8M	11.03%	2

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

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

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

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

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

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

Altshuler Shaham's BA Position: Q4 2022 in Review

Altshuler Shaham sold out of Boeing (BA) in Q4 2022, closing a stake of 7,779 shares — an estimated $1.27M sold.

Altshuler Shaham first reported a position in BA in Q1 2018 and held it in 8 quarters. The position peaked at $105M in Q3 2018. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

Altshuler Shaham reported no remaining Boeing position as of Q4 2022 after selling out during the quarter.
Altshuler Shaham sold 7,779 Boeing shares in Q4 2022, an estimated $1.27M.
Altshuler Shaham first reported a position in Boeing in Q1 2018 and held it in 8 quarters.
Altshuler Shaham's Boeing position peaked at $105M in Q3 2018.
2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.