Enlightenment Research’s Boeing BA Stock Holding History

Enlightenment Research’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
2022 Q4	–	Sell	-4,000	Closed	-$484K	–	6
2022 Q3	$484K	Buy	+4,000	New	+$613K	1.07%	30
2021 Q4	–	Sell	-3,200	Closed	-$704K	–	128
2021 Q3	$704K	Sell	3,200 -10,689	-77%	-$2.38M	0.86%	40
2021 Q2	$3.33M	Buy	+13,889	New	+$3.36M	4.23%	3
2020 Q4	–	Sell	-2,700	Closed	-$446K	–	93
2020 Q3	$446K	Buy	+2,700	New	+$460K	1.32%	26
2020 Q2	–	Sell	-6,400	Closed	-$1.76M	–	95
2020 Q1	$1.76M	Buy	6,400 +2,100	+49%	+$575K	1.87%	5
2019 Q4	$1.4M	Buy	4,300 +2,599	+153%	+$920K	6.56%	2
2019 Q3	$647K	Buy	1,701 +287	+20%	+$103K	1.43%	19
2019 Q2	$512K	Buy	+1,414	New	+$516K	0.26%	115

Other funds holding BA

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Enlightenment Research's BA Position: Q4 2022 in Review

Enlightenment Research sold out of Boeing (BA) in Q4 2022, closing a stake of 4,000 shares — an estimated $484K sold.

Enlightenment Research first reported a position in BA in Q2 2019 and held it in 8 quarters. The position peaked at $3.33M in Q2 2021. 2,133 funds tracked by Wall St. Rank hold BA as of Q4 2022.

Enlightenment Research reported no remaining Boeing position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 4,000 Boeing shares in Q4 2022, an estimated $484K.
Enlightenment Research first reported a position in Boeing in Q2 2019 and held it in 8 quarters.
Enlightenment Research's Boeing position peaked at $3.33M in Q2 2021.
2,133 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.