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Essex Investment Management’s Boeing BA Stock Holding History

Essex 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
2023
Q4 		– Sell
-5,160
Closed -$989K – 324
2023
Q3 		$989K Buy
5,160
+1,230
+31% +$269K 0.16% 202
2023
Q2 		$830K Buy
3,930
+22
+0.6% +$4.57K 0.12% 227
2023
Q1 		$830K Buy
+3,908
New +$812K 0.12% 220
2021
Q4 		– Sell
-12,500
Closed -$2.75M – 406
2021
Q3 		$2.75M Hold
12,500
– – 0.34% 91
2021
Q2 		$3M Buy
12,500
+9,058
+263% +$2.19M 0.35% 97
2021
Q1 		$877K Buy
+3,442
New +$765K 0.11% 244
2019
Q2 		– Sell
-73
Closed -$28K – 479
2019
Q1 		$28K Buy
+73
New +$28.1K ﹤0.01% 418
2018
Q4 		– Sell
-9,748
Closed -$3.63M – 483
2018
Q3 		$3.63M Hold
9,748
– – 0.43% 59
2018
Q2 		$3.27M Buy
+9,748
New +$3.35M 0.41% 71
2018
Q1 		– Sell
-10,788
Closed -$3.18M – 370
2017
Q4 		$3.18M Buy
10,788
+72
+0.7% +$19.5K 0.42% 63
2017
Q3 		$2.72M Buy
10,716
+3,147
+42% +$734K 0.37% 69
2017
Q2 		$1.5M Hold
7,569
– – 0.21% 159
2017
Q1 		$1.34M Buy
+7,569
New +$1.29M 0.21% 142
2016
Q1 		– Sell
-26,240
Closed -$3.79M – 315
2015
Q4 		$3.79M Sell
26,240
-32,242
-55% -$4.64M 0.59% 39
2015
Q3 		$7.66M Sell
58,482
-1,250
-2% -$173K 1.26% 19
2015
Q2 		$8.29M Sell
59,732
-269
-0.4% -$39.2K 1.25% 19
2015
Q1 		$9.01M Sell
60,001
-317
-0.5% -$46.2K 1.26% 18
2014
Q4 		$7.84M Buy
60,318
+45
+0.1% +$5.71K 1.14% 20
2014
Q3 		$7.68M Buy
60,273
+12,075
+25% +$1.52M 1.17% 17
2014
Q2 		$6.13M Sell
48,198
-32,777
-40% -$4.28M 0.9% 25
2014
Q1 		$10.2M Buy
80,975
+673
+0.8% +$87.7K 1.48% 6
2013
Q4 		$11M Buy
80,302
+16,272
+25% +$2.12M 1.55% 7
2013
Q3 		$7.52M Buy
+64,030
New +$6.9M 1.14% 13

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Essex Investment Management's BA Position: Q4 2023 in Review

Essex Investment Management sold out of Boeing (BA) in Q4 2023, closing a stake of 5,160 shares — an estimated $989K sold.

Essex Investment Management first reported a position in BA in Q3 2013 and held it in 23 quarters. The position peaked at $11M in Q4 2013. 2,484 funds tracked by Wall St. Rank hold BA as of Q4 2023.

  • Essex Investment Management reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
  • Essex Investment Management sold 5,160 Boeing shares in Q4 2023, an estimated $989K.
  • Essex Investment Management first reported a position in Boeing in Q3 2013 and held it in 23 quarters.
  • Essex Investment Management's Boeing position peaked at $11M in Q4 2013.
  • 2,484 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.