Aperio Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $60.6M | Sell |
283,001
-3,979
| -1% | -$765K | 0.18% | 98 |
|
|
2020
Q3 | $47.4M | Buy |
286,980
+9,400
| +3% | +$1.6M | 0.16% | 121 |
|
|
2020
Q2 | $50.9M | Buy |
277,580
+18,339
| +7% | +$2.82M | 0.19% | 103 |
|
|
2020
Q1 | $38.7M | Sell |
259,241
-88,072
| -25% | -$24.1M | 0.17% | 116 |
|
|
2019
Q4 | $113M | Sell |
347,313
-5,138
| -1% | -$1.82M | 0.41% | 42 |
|
|
2019
Q3 | $134M | Buy |
352,451
+4,299
| +1% | +$1.54M | 0.53% | 32 |
|
|
2019
Q2 | $127M | Sell |
348,152
-5,439
| -2% | -$1.98M | 0.52% | 30 |
|
|
2019
Q1 | $135M | Buy |
353,591
+20,999
| +6% | +$8.08M | 0.58% | 24 |
|
|
2018
Q4 | $107M | Sell |
332,592
-11,411
| -3% | -$3.94M | 0.54% | 27 |
|
|
2018
Q3 | $128M | Buy |
344,003
+6,641
| +2% | +$2.33M | 0.56% | 21 |
|
|
2018
Q2 | $113M | Buy |
337,362
+9,034
| +3% | +$3.11M | 0.54% | 24 |
|
|
2018
Q1 | $108M | Buy |
328,328
+15,737
| +5% | +$5.32M | 0.54% | 24 |
|
|
2017
Q4 | $92.2M | Buy |
312,591
+14,155
| +5% | +$3.83M | 0.47% | 32 |
|
|
2017
Q3 | $75.9M | Buy |
298,436
+29,808
| +11% | +$6.95M | 0.43% | 37 |
|
|
2017
Q2 | $53.1M | Buy |
268,628
+23,598
| +10% | +$4.39M | 0.33% | 58 |
|
|
2017
Q1 | $43.3M | Buy |
245,030
+10,082
| +4% | +$1.72M | 0.3% | 62 |
|
|
2016
Q4 | $36.6M | Sell |
234,948
-8,677
| -4% | -$1.27M | 0.28% | 75 |
|
|
2016
Q3 | $32.1M | Sell |
243,625
-1,809
| -0.7% | -$238K | 0.23% | 96 |
|
|
2016
Q2 | $31.9M | Buy |
245,434
+22,332
| +10% | +$2.91M | 0.25% | 92 |
|
|
2016
Q1 | $28.3M | Sell |
223,102
-34,054
| -13% | -$4.23M | 0.24% | 94 |
|
|
2015
Q4 | $37.2M | Buy |
257,156
+14,640
| +6% | +$2.11M | 0.34% | 59 |
|
|
2015
Q3 | $31.8M | Buy |
242,516
+33,078
| +16% | +$4.59M | 0.32% | 64 |
|
|
2015
Q2 | $29.1M | Buy |
209,438
+8,514
| +4% | +$1.24M | 0.3% | 71 |
|
|
2015
Q1 | $30.2M | Buy |
200,924
+15,679
| +8% | +$2.28M | 0.34% | 63 |
|
|
2014
Q4 | $24.1M | Buy |
185,245
+12,770
| +7% | +$1.62M | 0.3% | 69 |
|
|
2014
Q3 | $22M | Sell |
172,475
-347
| -0.2% | -$43.7K | 0.3% | 69 |
|
|
2014
Q2 | $22M | Buy |
172,822
+3,717
| +2% | +$485K | 0.32% | 64 |
|
|
2014
Q1 | $21.2M | Buy |
+169,105
| New | +$22M | 0.3% | 58 |
|
|
2013
Q4 | – | Sell |
-144,045
| Closed | -$18.7M | – | 52 |
|
|
2013
Q3 | $16.9M | Buy |
144,045
+17,851
| +14% | +$1.92M | 0.33% | 50 |
|
|
2013
Q2 | $12.9M | Buy |
+126,194
| New | +$12M | 0.31% | 55 |
|
Other funds holding BA
Aperio Group's BA Position: Q4 2020 in Review
Aperio Group reduced its Boeing (BA) stake by 1.4% in Q4 2020, selling an estimated $765K and leaving 283,001 shares worth $60.6M. The position accounts for 0.18% of the portfolio, ranked #98.
Aperio Group first reported a position in BA in Q2 2013 and has held it in 30 quarters since. The position peaked at $135M in Q1 2019. 2,039 funds tracked by Wall St. Rank hold BA as of Q4 2020.
- Aperio Group held 283,001 shares of Boeing worth $60.6M as of Q4 2020.
- Aperio Group sold 3,979 Boeing shares in Q4 2020, an estimated $765K.
- Boeing made up 0.18% of Aperio Group's portfolio in Q4 2020, its #98 holding.
- Aperio Group first reported a position in Boeing in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Boeing position peaked at $135M in Q1 2019.
- 2,039 funds tracked by Wall St. Rank held Boeing as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.