Eldridge Investment Advisors’s Boeing BA Stock Holding History

Eldridge 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
2023 Q2	–	Sell	-1,045	Closed	-$222K	–	143
2023 Q1	$222K	Buy	+1,045	New	+$217K	0.08%	129
2022 Q2	–	Sell	-1,045	Closed	-$200K	–	128
2022 Q1	$200K	Buy	+1,045	New	+$210K	0.07%	123
2021 Q4	–	Sell	-1,145	Closed	-$252K	–	127
2021 Q3	$252K	Hold	1,145	–	–	0.09%	107
2021 Q2	$274K	Sell	1,145 -300	-21%	-$72.5K	0.1%	103
2021 Q1	$368K	Hold	1,445	–	–	0.14%	82
2020 Q4	$309K	Sell	1,445 -280	-16%	-$53.8K	0.13%	82
2020 Q3	$285K	Hold	1,725	–	–	0.13%	79
2020 Q2	$316K	Buy	+1,725	New	+$265K	0.16%	73

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eldridge Investment Advisors's BA Position: Q2 2023 in Review

Eldridge Investment Advisors sold out of Boeing (BA) in Q2 2023, closing a stake of 1,045 shares — an estimated $222K sold.

Eldridge Investment Advisors first reported a position in BA in Q2 2020 and held it in 8 quarters. The position peaked at $368K in Q1 2021. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

Eldridge Investment Advisors reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
Eldridge Investment Advisors sold 1,045 Boeing shares in Q2 2023, an estimated $222K.
Eldridge Investment Advisors first reported a position in Boeing in Q2 2020 and held it in 8 quarters.
Eldridge Investment Advisors's Boeing position peaked at $368K in Q1 2021.
2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Eldridge Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.