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H.L. Ormond & Company’s Boeing BA Stock Holding History

H.L. Ormond & Company’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
Q3 		$302K Sell
2,495
-246
-9% -$37.7K 0.48% 77
2022
Q2 		$375K Buy
2,741
+353
+15% +$52.1K 0.61% 66
2022
Q1 		$457K Sell
2,388
-107
-4% -$21.5K 0.56% 72
2021
Q4 		$532K Buy
+2,495
New +$527K 0.62% 67

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

H.L. Ormond & Company's BA Position: Q3 2022 in Review

H.L. Ormond & Company reduced its Boeing (BA) stake by 9% in Q3 2022, selling an estimated $37.7K and leaving 2,495 shares worth $302K. The position accounts for 0.48% of the portfolio, ranked #77.

H.L. Ormond & Company first reported a position in BA in Q4 2021 and has held it in 4 quarters since. The position peaked at $532K in Q4 2021. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

  • H.L. Ormond & Company held 2,495 shares of Boeing worth $302K as of Q3 2022.
  • H.L. Ormond & Company sold 246 Boeing shares in Q3 2022, an estimated $37.7K.
  • Boeing made up 0.48% of H.L. Ormond & Company's portfolio in Q3 2022, its #77 holding.
  • H.L. Ormond & Company first reported a position in Boeing in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Boeing position peaked at $532K in Q4 2021.
  • 1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.