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JIR
James Investment Research’s
Boeing
BA
Stock Holding History
James Investment Research’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
Q2
–
Sell
-21
Closed
-$4K
–
299
2023
Q1
$4K
Hold
21
–
–
﹤0.01%
498
2022
Q4
$4K
Buy
+21
New
+$3.44K
﹤0.01%
496
2019
Q3
–
Sell
-12
Closed
-$4K
–
576
2019
Q2
$4K
Hold
12
–
–
﹤0.01%
622
2019
Q1
$5K
Buy
+12
New
+$4.62K
﹤0.01%
770
2018
Q2
–
Sell
-5,640
Closed
-$1.85M
–
796
2018
Q1
$1.85M
Buy
+5,640
New
+$1.91M
0.07%
354
2017
Q4
–
Sell
-7,000
Closed
-$1.78M
–
765
2017
Q3
$1.78M
Buy
7,000
+6,850
+4,567%
+$1.6M
0.06%
326
2017
Q2
$30K
Hold
150
–
–
﹤0.01%
644
2017
Q1
$27K
Buy
+150
New
+$25.5K
﹤0.01%
581
Other funds holding BA
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Newport Trust Company
Washington, District of Columbia
$40.7B AUM
24.62%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Loomis, Sayles & Company
Boston, Massachusetts
$74.3B AUM
24.01%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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