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 $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

James Investment Research's BA Position: Q2 2023 in Review

James Investment Research sold out of Boeing (BA) in Q2 2023, closing a stake of 21 shares — an estimated $4K sold.

James Investment Research first reported a position in BA in Q1 2017 and held it in 8 quarters. The position peaked at $1.85M in Q1 2018. 2,229 funds tracked by Wall St. Rank hold BA as of Q2 2023.

James Investment Research reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 21 Boeing shares in Q2 2023, an estimated $4K.
James Investment Research first reported a position in Boeing in Q1 2017 and held it in 8 quarters.
James Investment Research's Boeing position peaked at $1.85M in Q1 2018.
2,229 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.