DBRC
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D.B. Root & Company’s Boeing BA Stock Holding History

D.B. Root & Company’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
Q2 		– Sell
-4,132
Closed -$616K – 197
2020
Q1 		$616K Buy
4,132
+705
+21% +$193K 0.31% 82
2019
Q4 		$1.12M Sell
3,427
-222
-6% -$78.6K 0.49% 54
2019
Q3 		$1.39M Sell
3,649
-1,270
-26% -$454K 0.65% 31
2019
Q2 		$1.79M Sell
4,919
-299
-6% -$109K 0.79% 24
2019
Q1 		$1.99M Buy
5,218
+2
+0% +$770 0.85% 23
2018
Q4 		$1.68M Sell
5,216
-53
-1% -$18.3K 0.84% 25
2018
Q3 		$1.96M Buy
5,269
+37
+0.7% +$13K 0.86% 21
2018
Q2 		$1.75M Buy
5,232
+21
+0.4% +$7.22K 0.83% 23
2018
Q1 		$1.71M Buy
5,211
+276
+6% +$93.2K 0.9% 20
2017
Q4 		$1.46M Buy
+4,935
New +$1.34M 1.25% 19

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.B. Root & Company's BA Position: Q2 2020 in Review

D.B. Root & Company sold out of Boeing (BA) in Q2 2020, closing a stake of 4,132 shares — an estimated $616K sold.

D.B. Root & Company first reported a position in BA in Q4 2017 and held it in 10 quarters. The position peaked at $1.99M in Q1 2019. 1,807 funds tracked by Wall St. Rank hold BA as of Q2 2020.

  • D.B. Root & Company reported no remaining Boeing position as of Q2 2020 after selling out during the quarter.
  • D.B. Root & Company sold 4,132 Boeing shares in Q2 2020, an estimated $616K.
  • D.B. Root & Company first reported a position in Boeing in Q4 2017 and held it in 10 quarters.
  • D.B. Root & Company's Boeing position peaked at $1.99M in Q1 2019.
  • 1,807 funds tracked by Wall St. Rank held Boeing as of Q2 2020.

Based on D.B. Root & Company's 13F filing for Q2 2020, filed 6 Aug 2020.