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Jefferies Group’s Boeing BA Stock Holding History

Jefferies Group’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 		$739K Buy
+6,100
New +$936K 0.01% 901
2021
Q3 		– Sell
-10,000
Closed -$2.4M – 1712
2021
Q2 		$2.4M Sell
10,000
-15,000
-60% -$3.63M 0.02% 697
2021
Q1 		$6.37M Buy
+25,000
New +$5.56M 0.06% 306
2020
Q2 		– Sell
-5,200
Closed -$792K – 1332
2020
Q1 		$792K Sell
5,200
-44,800
-90% -$12.3M 0.01% 1128
2019
Q4 		$16.3M Buy
50,000
+48,900
+4,445% +$17.3M 0.13% 141
2019
Q3 		$419K Sell
1,100
-63,400
-98% -$22.7M ﹤0.01% 1978
2019
Q2 		$23.5M Sell
64,500
-25,900
-29% -$9.44M 0.17% 84
2019
Q1 		$34.5M Buy
90,400
+66,900
+285% +$25.8M 0.28% 38
2018
Q4 		$7.58M Buy
23,500
+20,400
+658% +$7.05M 0.06% 262
2018
Q3 		$1.15M Sell
3,100
-800
-21% -$281K 0.01% 1252
2018
Q2 		$1.31M Sell
3,900
-3,800
-49% -$1.31M 0.01% 1109
2018
Q1 		$2.52M Buy
7,700
+800
+12% +$270K 0.01% 749
2017
Q4 		$2.04M Sell
6,900
-28,000
-80% -$7.58M 0.01% 987
2017
Q3 		$8.87M Buy
34,900
+8,600
+33% +$2M 0.06% 313
2017
Q2 		$5.2M Sell
26,300
-24,000
-48% -$4.47M 0.03% 511
2017
Q1 		$8.9M Sell
50,300
-43,200
-46% -$7.36M 0.07% 298
2016
Q4 		$14.6M Buy
93,500
+19,900
+27% +$2.91M 0.08% 238
2016
Q3 		$9.7M Sell
73,600
-28,400
-28% -$3.74M 0.05% 321
2016
Q2 		$13.2M Buy
102,000
+47,300
+86% +$6.17M 0.06% 217
2016
Q1 		$6.94M Buy
54,700
+34,900
+176% +$4.33M 0.04% 369
2015
Q4 		$2.86M Buy
19,800
+10,300
+108% +$1.48M 0.02% 706
2015
Q3 		$1.24M Sell
9,500
-5,400
-36% -$749K 0.01% 1115
2015
Q2 		$2.07M Buy
+14,900
New +$2.17M 0.01% 896
2013
Q3 		– Sell
-4,400
Closed -$451K – 1925
2013
Q2 		$451K Buy
+4,400
New +$418K ﹤0.01% 1111

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

Jefferies Group's BA Position: Q3 2022 in Review

Jefferies Group reduced its Boeing (BA) stake by 72% in Q3 2022, selling an estimated $568K and leaving 1,405 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Jefferies Group first reported a position in BA in Q2 2013 and has held it in 35 quarters since. The position peaked at $32.3M in Q1 2020. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

  • Jefferies Group held 1,405 shares of Boeing worth $170K as of Q3 2022.
  • Jefferies Group sold 3,702 Boeing shares in Q3 2022, an estimated $568K.
  • Boeing made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1391 holding.
  • Jefferies Group first reported a position in Boeing in Q2 2013 and has held it in 35 quarters since.
  • Jefferies Group's Boeing position peaked at $32.3M in Q1 2020.
  • 1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.