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Buckingham Capital Management (Ohio)’s Boeing BA Stock Holding History

Buckingham Capital Management (Ohio)’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
2020
Q4 		– Sell
-3,813
Closed -$628K – 122
2020
Q3 		$628K Sell
3,813
-5,909
-61% -$1.01M 0.12% 85
2020
Q2 		$1.78M Sell
9,722
-6,792
-41% -$1.04M 0.39% 54
2020
Q1 		$2.46M Sell
16,514
-3,858
-19% -$1.06M 0.62% 45
2019
Q4 		$6.64M Buy
20,372
+321
+2% +$114K 1.15% 29
2019
Q3 		$7.63M Buy
20,051
+203
+1% +$72.6K 1.42% 18
2019
Q2 		$7.22M Buy
19,848
+1,308
+7% +$477K 1.37% 19
2019
Q1 		$7.07M Buy
18,540
+156
+0.8% +$60K 1.39% 15
2018
Q4 		$5.93M Sell
18,384
-695
-4% -$240K 1.3% 19
2018
Q3 		$7.09M Sell
19,079
-676
-3% -$237K 1.39% 18
2018
Q2 		$6.63M Sell
19,755
-1,114
-5% -$383K 1.35% 19
2018
Q1 		$6.84M Sell
20,869
-1,967
-9% -$665K 1.43% 15
2017
Q4 		$6.74M Sell
22,836
-4,611
-17% -$1.25M 1.41% 15
2017
Q3 		$6.98M Sell
27,447
-2,199
-7% -$513K 1.55% 12
2017
Q2 		$5.86M Sell
29,646
-688
-2% -$128K 1.35% 15
2017
Q1 		$5.37M Buy
30,334
+560
+2% +$95.4K 1.26% 17
2016
Q4 		$4.63M Buy
29,774
+1,471
+5% +$215K 1.15% 19
2016
Q3 		$3.73M Buy
28,303
+6,859
+32% +$904K 0.95% 25
2016
Q2 		$2.79M Buy
21,444
+1,738
+9% +$227K 0.74% 34
2016
Q1 		$2.5M Buy
19,706
+392
+2% +$48.6K 0.68% 38
2015
Q4 		$2.79M Buy
19,314
+4,615
+31% +$665K 0.78% 29
2015
Q3 		$1.93M Buy
14,699
+2,849
+24% +$395K 0.57% 47
2015
Q2 		$1.65M Buy
11,850
+667
+6% +$97.3K 0.46% 62
2015
Q1 		$1.68M Buy
11,183
+597
+6% +$86.9K 0.48% 62
2014
Q4 		$1.38M Buy
10,586
+3,014
+40% +$382K 0.41% 80
2014
Q3 		$965K Buy
7,572
+2,655
+54% +$334K 0.3% 104
2014
Q2 		$626K Buy
+4,917
New +$642K 0.2% 122

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s BA Position: Q4 2020 in Review

Buckingham Capital Management (Ohio) sold out of Boeing (BA) in Q4 2020, closing a stake of 3,813 shares — an estimated $628K sold.

Buckingham Capital Management (Ohio) first reported a position in BA in Q2 2014 and held it in 26 quarters. The position peaked at $7.63M in Q3 2019. 2,039 funds tracked by Wall St. Rank hold BA as of Q4 2020.

  • Buckingham Capital Management (Ohio) reported no remaining Boeing position as of Q4 2020 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 3,813 Boeing shares in Q4 2020, an estimated $628K.
  • Buckingham Capital Management (Ohio) first reported a position in Boeing in Q2 2014 and held it in 26 quarters.
  • Buckingham Capital Management (Ohio)'s Boeing position peaked at $7.63M in Q3 2019.
  • 2,039 funds tracked by Wall St. Rank held Boeing as of Q4 2020.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2020, filed 4 Feb 2021.