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Eagle Ridge Investment Management’s Boeing BA Stock Holding History

Eagle Ridge 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
2020
Q1 		– Sell
-1,757
Closed -$572K – 128
2019
Q4 		$572K Hold
1,757
– – 0.08% 93
2019
Q3 		$668K Hold
1,757
– – 0.1% 88
2019
Q2 		$640K Sell
1,757
-1,054
-37% -$384K 0.09% 90
2019
Q1 		$1.07M Sell
2,811
-139
-5% -$53.5K 0.16% 73
2018
Q4 		$951K Hold
2,950
– – 0.16% 74
2018
Q3 		$1.1M Hold
2,950
– – 0.16% 77
2018
Q2 		$990K Buy
2,950
+29
+1% +$9.97K 0.15% 78
2018
Q1 		$958K Sell
2,921
-1,793
-38% -$606K 0.15% 79
2017
Q4 		$1.39M Sell
4,714
-414
-8% -$112K 0.21% 76
2017
Q3 		$1.3M Sell
5,128
-43
-0.8% -$10K 0.22% 77
2017
Q2 		$1.02M Sell
5,171
-368
-7% -$68.5K 0.19% 73
2017
Q1 		$980K Sell
5,539
-261
-5% -$44.5K 0.19% 76
2016
Q4 		$903K Sell
5,800
-183
-3% -$26.7K 0.19% 79
2016
Q3 		$788K Sell
5,983
-336
-5% -$44.3K 0.18% 80
2016
Q2 		$821K Buy
6,319
+33
+0.5% +$4.3K 0.19% 80
2016
Q1 		$798K Buy
+6,286
New +$780K 0.19% 82

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Eagle Ridge Investment Management's BA Position: Q1 2020 in Review

Eagle Ridge Investment Management sold out of Boeing (BA) in Q1 2020, closing a stake of 1,757 shares — an estimated $572K sold.

Eagle Ridge Investment Management first reported a position in BA in Q1 2016 and held it in 16 quarters. The position peaked at $1.39M in Q4 2017. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Eagle Ridge Investment Management reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 1,757 Boeing shares in Q1 2020, an estimated $572K.
  • Eagle Ridge Investment Management first reported a position in Boeing in Q1 2016 and held it in 16 quarters.
  • Eagle Ridge Investment Management's Boeing position peaked at $1.39M in Q4 2017.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.