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IQ EQ Fund Management’s Boeing BA Stock Holding History

IQ EQ Fund 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
Q1 		– Sell
-2,483
Closed -$532K – 243
2020
Q4 		$532K Sell
2,483
-22
-0.9% -$4.23K 0.12% 152
2020
Q3 		$414K Sell
2,505
-129
-5% -$22K 0.12% 142
2020
Q2 		$483K Sell
2,634
-193
-7% -$29.7K 0.16% 99
2020
Q1 		$422K Sell
2,827
-387
-12% -$106K 0.17% 99
2019
Q4 		$1.05M Buy
3,214
+332
+12% +$118K 0.33% 78
2019
Q3 		$1.1M Sell
2,882
-2,905
-50% -$1.04M 0.36% 82
2019
Q2 		$2.11M Buy
+5,787
New +$2.11M 0.68% 46
2018
Q4 		$1.25M Sell
3,872
-248
-6% -$85.7K 0.46% 73
2018
Q3 		$1.58M Buy
4,120
+74
+2% +$26K 0.43% 71
2018
Q2 		$1.36M Buy
+4,046
New +$1.39M 0.36% 70
2017
Q1 		$1.36M Sell
6,777
-1,762
-21% -$300K 0.25% 72
2016
Q4 		$1.53M Sell
8,539
-9,466
-53% -$1.38M 0.28% 67
2016
Q3 		$2.56M Sell
18,005
-51,348
-74% -$6.76M 0.47% 53
2016
Q2 		$9.8M Sell
69,353
-5,730
-8% -$747K 1.85% 20
2016
Q1 		$10.1M Sell
75,083
-47,582
-39% -$5.9M 1.85% 22
2015
Q4 		$19.7M Sell
122,665
-37,809
-24% -$5.45M 3.38% 6
2015
Q3 		$22.8M Sell
160,474
-8,470
-5% -$1.17M 3.68% 6
2015
Q2 		$25.4M Buy
168,944
+3,250
+2% +$474K 3.66% 5
2015
Q1 		$28M Buy
165,694
+3,867
+2% +$563K 3.75% 5
2014
Q4 		$21M Buy
+161,827
New +$20.5M 3.04% 11

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IQ EQ Fund Management's BA Position: Q1 2021 in Review

IQ EQ Fund Management sold out of Boeing (BA) in Q1 2021, closing a stake of 2,483 shares — an estimated $532K sold.

IQ EQ Fund Management first reported a position in BA in Q4 2014 and held it in 20 quarters. The position peaked at $28M in Q1 2015. 2,114 funds tracked by Wall St. Rank hold BA as of Q1 2021.

  • IQ EQ Fund Management reported no remaining Boeing position as of Q1 2021 after selling out during the quarter.
  • IQ EQ Fund Management sold 2,483 Boeing shares in Q1 2021, an estimated $532K.
  • IQ EQ Fund Management first reported a position in Boeing in Q4 2014 and held it in 20 quarters.
  • IQ EQ Fund Management's Boeing position peaked at $28M in Q1 2015.
  • 2,114 funds tracked by Wall St. Rank held Boeing as of Q1 2021.

Based on IQ EQ Fund Management's 13F filing for Q1 2021, filed 11 May 2021.