B. Metzler seel. Sohn & Co’s Boeing BA Stock Holding History

B. Metzler seel. Sohn & Co’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 Q3	–	Sell	-13,000	Closed	-$2.74M	–	731
2023 Q2	$2.74M	Hold	13,000	–	–	0.04%	306
2023 Q1	$2.76M	Sell	13,000 -5,200	-29%	-$1.08M	0.04%	228
2022 Q4	$3.47M	Hold	18,200	–	–	0.06%	200
2022 Q3	$2.2M	Buy	18,200 +9,978	+121%	+$1.53M	0.04%	266
2022 Q2	$1.12M	Buy	8,222 +1,342	+20%	+$198K	0.02%	407
2022 Q1	$1.32M	Hold	6,880	–	–	0.02%	425
2021 Q4	$1.4M	Buy	+6,880	New	+$1.45M	0.02%	382
2021 Q2	–	Sell	-6,953	Closed	-$1.77M	–	683
2021 Q1	$1.77M	Sell	6,953 -1,795	-21%	-$399K	0.03%	317
2020 Q4	$1.91M	Buy	+8,748	New	+$1.68M	0.04%	280

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 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Metzler seel. Sohn & Co's BA Position: Q3 2023 in Review

B. Metzler seel. Sohn & Co sold out of Boeing (BA) in Q3 2023, closing a stake of 13,000 shares — an estimated $2.74M sold.

B. Metzler seel. Sohn & Co first reported a position in BA in Q4 2020 and held it in 9 quarters. The position peaked at $3.47M in Q4 2022. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

B. Metzler seel. Sohn & Co reported no remaining Boeing position as of Q3 2023 after selling out during the quarter.
B. Metzler seel. Sohn & Co sold 13,000 Boeing shares in Q3 2023, an estimated $2.74M.
B. Metzler seel. Sohn & Co first reported a position in Boeing in Q4 2020 and held it in 9 quarters.
B. Metzler seel. Sohn & Co's Boeing position peaked at $3.47M in Q4 2022.
2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q3 2023, filed 13 Nov 2023.