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Edgemoor Investment Advisors’s Boeing BA Stock Holding History

Edgemoor Investment Advisors’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
-43,053
Closed -$14M – 116
2019
Q4 		$14M Sell
43,053
-1,332
-3% -$472K 1.6% 18
2019
Q3 		$16.9M Sell
44,385
-2,083
-4% -$745K 2.09% 10
2019
Q2 		$16.9M Sell
46,468
-5,738
-11% -$2.09M 2.14% 9
2019
Q1 		$19.9M Sell
52,206
-2,162
-4% -$832K 2.62% 6
2018
Q4 		$17.5M Sell
54,368
-1,519
-3% -$525K 2.62% 6
2018
Q3 		$20.8M Sell
55,887
-585
-1% -$206K 2.58% 6
2018
Q2 		$18.9M Sell
56,472
-445
-0.8% -$153K 2.53% 7
2018
Q1 		$18.7M Sell
56,917
-965
-2% -$326K 2.48% 9
2017
Q4 		$19.4M Sell
57,882
-1,526
-3% -$413K 2.45% 10
2017
Q3 		$15.1M Sell
59,408
-714
-1% -$166K 2.04% 12
2017
Q2 		$11.9M Sell
60,122
-468
-0.8% -$87.1K 1.62% 20
2017
Q1 		$10.7M Sell
60,590
-377
-0.6% -$64.2K 1.52% 24
2016
Q4 		$9.49M Buy
60,967
+920
+2% +$134K 1.44% 27
2016
Q3 		$7.91M Buy
60,047
+4,279
+8% +$564K 1.22% 33
2016
Q2 		$7.24M Buy
55,768
+10,293
+23% +$1.34M 1.14% 34
2016
Q1 		$5.77M Buy
45,475
+22,434
+97% +$2.78M 0.9% 44
2015
Q4 		$3.33M Buy
23,041
+8,561
+59% +$1.23M 0.5% 64
2015
Q3 		$1.9M Buy
+14,480
New +$2.01M 0.29% 71

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

Edgemoor Investment Advisors's BA Position: Q1 2020 in Review

Edgemoor Investment Advisors sold out of Boeing (BA) in Q1 2020, closing a stake of 43,053 shares — an estimated $14M sold.

Edgemoor Investment Advisors first reported a position in BA in Q3 2015 and held it in 18 quarters. The position peaked at $20.8M in Q3 2018. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Edgemoor Investment Advisors reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 43,053 Boeing shares in Q1 2020, an estimated $14M.
  • Edgemoor Investment Advisors first reported a position in Boeing in Q3 2015 and held it in 18 quarters.
  • Edgemoor Investment Advisors's Boeing position peaked at $20.8M in Q3 2018.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2020, filed 6 May 2020.