Baldrige Asset Management’s Boeing BA Stock Holding History

Baldrige Asset Management’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 Q1	$9K	Hold	44	–	–	﹤0.01%	263
2022 Q4	$8K	Hold	44	–	–	﹤0.01%	254
2022 Q3	$5K	Hold	44	–	–	﹤0.01%	262
2022 Q2	$6K	Hold	44	–	–	﹤0.01%	262
2022 Q1	$8K	Sell	44 -65	-60%	-$13K	﹤0.01%	267
2021 Q4	$22K	Hold	109	–	–	0.01%	225
2021 Q3	$24K	Hold	109	–	–	0.01%	220
2021 Q2	$26K	Buy	+109	New	+$26.4K	0.01%	216

Other funds holding BA

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

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

BlackRock New York $5.72T AUM 30.48% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Baldrige Asset Management's BA Position: Q1 2023 in Review

Baldrige Asset Management held its Boeing (BA) position steady in Q1 2023 at 44 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Baldrige Asset Management first reported a position in BA in Q2 2021 and has held it in 8 quarters since. The position peaked at $26K in Q2 2021. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Baldrige Asset Management held 44 shares of Boeing worth $9K as of Q1 2023.
Baldrige Asset Management left its Boeing share count unchanged in Q1 2023.
Boeing made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #263 holding.
Baldrige Asset Management first reported a position in Boeing in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Boeing position peaked at $26K in Q2 2021.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.