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Groesbeck Investment Management’s Boeing BA Stock Holding History

Groesbeck 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
-1,741
Closed -$567K – 77
2019
Q4 		$567K Sell
1,741
-600
-26% -$212K 0.42% 70
2019
Q3 		$891K Buy
2,341
+200
+9% +$71.5K 0.67% 47
2019
Q2 		$779K Buy
2,141
+6
+0.3% +$2.19K 0.63% 49
2019
Q1 		$814K Buy
2,135
+1,435
+205% +$552K 0.62% 48
2018
Q4 		$226K Buy
+700
New +$242K 0.19% 88
2016
Q3 		– Sell
-15,370
Closed -$2M – 106
2016
Q2 		$2M Hold
15,370
– – 1.46% 26
2016
Q1 		$1.95M Buy
+15,370
New +$1.91M 1.4% 28

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

Groesbeck Investment Management's BA Position: Q1 2020 in Review

Groesbeck Investment Management sold out of Boeing (BA) in Q1 2020, closing a stake of 1,741 shares — an estimated $567K sold.

Groesbeck Investment Management first reported a position in BA in Q1 2016 and held it in 7 quarters. The position peaked at $2M in Q2 2016. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Groesbeck Investment Management reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Groesbeck Investment Management sold 1,741 Boeing shares in Q1 2020, an estimated $567K.
  • Groesbeck Investment Management first reported a position in Boeing in Q1 2016 and held it in 7 quarters.
  • Groesbeck Investment Management's Boeing position peaked at $2M in Q2 2016.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Groesbeck Investment Management's 13F filing for Q1 2020, filed 2 Jun 2020.