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Hotaling Investment Management’s Boeing BA Stock Holding History

Hotaling 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
2021
Q3 		– Sell
-6,575
Closed -$1.57M – 124
2021
Q2 		$1.57M Buy
6,575
+57
+0.9% +$13.8K 0.64% 60
2021
Q1 		$1.66M Buy
+6,518
New +$1.45M 0.75% 45
2020
Q1 		– Sell
-706
Closed -$230K – 98
2019
Q4 		$230K Buy
706
+74
+12% +$26.2K 0.13% 103
2019
Q3 		$240K Buy
632
+12
+2% +$4.29K 0.15% 94
2019
Q2 		$226K Sell
620
-22
-3% -$8.02K 0.15% 105
2019
Q1 		$245K Sell
642
-40
-6% -$15.4K 0.17% 105
2018
Q4 		$220K Buy
+682
New +$236K 0.18% 103

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hotaling Investment Management's BA Position: Q3 2021 in Review

Hotaling Investment Management sold out of Boeing (BA) in Q3 2021, closing a stake of 6,575 shares — an estimated $1.57M sold.

Hotaling Investment Management first reported a position in BA in Q4 2018 and held it in 7 quarters. The position peaked at $1.66M in Q1 2021. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.

  • Hotaling Investment Management reported no remaining Boeing position as of Q3 2021 after selling out during the quarter.
  • Hotaling Investment Management sold 6,575 Boeing shares in Q3 2021, an estimated $1.57M.
  • Hotaling Investment Management first reported a position in Boeing in Q4 2018 and held it in 7 quarters.
  • Hotaling Investment Management's Boeing position peaked at $1.66M in Q1 2021.
  • 2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Hotaling Investment Management's 13F filing for Q3 2021, filed 21 Oct 2021.