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Duff & Phelps Investment Management’s Boeing BA Stock Holding History

Duff & Phelps Investment 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
2024
Q3 		– Sell
-1,314
Closed -$239K – 167
2024
Q2 		$239K Sell
1,314
-5,256
-80% -$937K ﹤0.01% 219
2024
Q1 		$1.27M Buy
6,570
+218
+3% +$44.8K 0.02% 195
2023
Q4 		$1.66M Buy
6,352
+88
+1% +$18.8K 0.02% 175
2023
Q3 		$1.2M Buy
6,264
+159
+3% +$34.8K 0.02% 193
2023
Q2 		$1.29M Buy
6,105
+20
+0.3% +$4.15K 0.02% 190
2023
Q1 		$1.29M Buy
6,085
+200
+3% +$41.6K 0.02% 192
2022
Q4 		$1.12M Hold
5,885
– – 0.01% 201
2022
Q3 		$713K Hold
5,885
– – 0.01% 213
2022
Q2 		$805K Hold
5,885
– – 0.01% 185
2022
Q1 		$1.13M Buy
5,885
+170
+3% +$34.1K 0.01% 179
2021
Q4 		$1.15M Buy
5,715
+36
+0.6% +$7.61K 0.01% 175
2021
Q3 		$1.25M Sell
5,679
-126
-2% -$28.1K 0.02% 171
2021
Q2 		$1.39M Sell
5,805
-495
-8% -$120K 0.02% 171
2021
Q1 		$1.6M Hold
6,300
– – 0.02% 165
2020
Q4 		$1.35M Buy
6,300
+50
+0.8% +$9.61K 0.02% 168
2020
Q3 		$1.03M Hold
6,250
– – 0.02% 173
2020
Q2 		$1.15M Buy
6,250
+150
+2% +$23.1K 0.02% 167
2020
Q1 		$910K Buy
6,100
+260
+4% +$71.2K 0.02% 165
2019
Q4 		$1.9M Hold
5,840
– – 0.03% 149
2019
Q3 		$2.22M Buy
5,840
+150
+3% +$53.6K 0.03% 143
2019
Q2 		$2.07M Hold
5,690
– – 0.03% 157
2019
Q1 		$2.17M Hold
5,690
– – 0.03% 161
2018
Q4 		$1.83M Hold
5,690
– – 0.03% 160
2018
Q3 		$2.12M Sell
5,690
-190
-3% -$66.7K 0.03% 161
2018
Q2 		$1.97M Sell
5,880
-250
-4% -$86K 0.03% 163
2018
Q1 		$2.01M Hold
6,130
– – 0.03% 162
2017
Q4 		$1.81M Sell
6,130
-155
-2% -$42K 0.03% 177
2017
Q3 		$1.6M Sell
6,285
-180
-3% -$42K 0.02% 187
2017
Q2 		$1.28M Sell
6,465
-460
-7% -$85.6K 0.02% 199
2017
Q1 		$1.23M Sell
6,925
-130
-2% -$22.1K 0.02% 203
2016
Q4 		$1.1M Sell
7,055
-580
-8% -$84.7K 0.02% 208
2016
Q3 		$1.01M Sell
7,635
-490
-6% -$64.5K 0.01% 207
2016
Q2 		$1.05M Sell
8,125
-270
-3% -$35.2K 0.02% 188
2016
Q1 		$1.07M Sell
8,395
-2,100
-20% -$261K 0.02% 186
2015
Q4 		$1.52M Sell
10,495
-530
-5% -$76.3K 0.03% 178
2015
Q3 		$1.44M Sell
11,025
-780
-7% -$108K 0.02% 180
2015
Q2 		$1.64M Hold
11,805
– – 0.03% 184
2015
Q1 		$1.77M Sell
11,805
-800
-6% -$116K 0.02% 176
2014
Q4 		$1.64M Sell
12,605
-760
-6% -$96.4K 0.02% 177
2014
Q3 		$1.7M Sell
13,365
-790
-6% -$99.5K 0.02% 174
2014
Q2 		$1.8M Hold
14,155
– – 0.03% 159
2014
Q1 		$1.78M Sell
14,155
-110
-0.8% -$14.3K 0.03% 151
2013
Q4 		$1.95M Buy
14,265
+500
+4% +$65K 0.03% 150
2013
Q3 		$1.62M Buy
13,765
+200
+1% +$21.5K 0.03% 175
2013
Q2 		$1.39M Buy
+13,565
New +$1.29M 0.02% 179

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Duff & Phelps Investment Management's BA Position: Q3 2024 in Review

Duff & Phelps Investment Management sold out of Boeing (BA) in Q3 2024, closing a stake of 1,314 shares — an estimated $239K sold.

Duff & Phelps Investment Management first reported a position in BA in Q2 2013 and held it in 45 quarters. The position peaked at $2.22M in Q3 2019. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Duff & Phelps Investment Management reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 1,314 Boeing shares in Q3 2024, an estimated $239K.
  • Duff & Phelps Investment Management first reported a position in Boeing in Q2 2013 and held it in 45 quarters.
  • Duff & Phelps Investment Management's Boeing position peaked at $2.22M in Q3 2019.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2024, filed 15 Nov 2024.