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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
Q1 		– Sell
-13,500
Closed -$2.72M – 1536
2021
Q4 		$2.72M Hold
13,500
– – 0.02% 682
2021
Q3 		$2.97M Sell
13,500
-6,000
-31% -$1.34M 0.02% 611
2021
Q2 		$4.67M Sell
19,500
-1,500
-7% -$363K 0.03% 485
2021
Q1 		$5.35M Buy
+21,000
New +$4.67M 0.05% 357
2020
Q2 		– Sell
-234,000
Closed -$35.6M – 1334
2020
Q1 		$35.6M Buy
234,000
+170,000
+266% +$46.5M 0.4% 26
2019
Q4 		$20.8M Buy
64,000
+4,400
+7% +$1.56M 0.16% 107
2019
Q3 		$22.7M Buy
59,600
+26,600
+81% +$9.51M 0.18% 74
2019
Q2 		$12M Sell
33,000
-3,000
-8% -$1.09M 0.09% 187
2019
Q1 		$13.7M Buy
36,000
+13,100
+57% +$5.04M 0.11% 145
2018
Q4 		$7.38M Buy
22,900
+22,100
+2,763% +$7.63M 0.06% 270
2018
Q3 		$298K Sell
800
-4,800
-86% -$1.69M ﹤0.01% 1880
2018
Q2 		$1.88M Sell
5,600
-3,500
-38% -$1.2M 0.01% 930
2018
Q1 		$2.98M Buy
9,100
+800
+10% +$270K 0.02% 683
2017
Q4 		$2.45M Sell
8,300
-89,100
-91% -$24.1M 0.01% 888
2017
Q3 		$24.8M Buy
97,400
+73,700
+311% +$17.2M 0.16% 92
2017
Q2 		$4.69M Sell
23,700
-60,500
-72% -$11.3M 0.03% 559
2017
Q1 		$14.9M Sell
84,200
-65,200
-44% -$11.1M 0.11% 162
2016
Q4 		$23.3M Buy
149,400
+102,100
+216% +$14.9M 0.13% 132
2016
Q3 		$6.23M Sell
47,300
-21,900
-32% -$2.88M 0.03% 455
2016
Q2 		$8.99M Sell
69,200
-18,400
-21% -$2.4M 0.04% 311
2016
Q1 		$11.1M Buy
87,600
+69,800
+392% +$8.66M 0.06% 232
2015
Q4 		$2.57M Buy
17,800
+6,000
+51% +$864K 0.01% 756
2015
Q3 		$1.54M Buy
11,800
+300
+3% +$41.6K 0.01% 1005
2015
Q2 		$1.59M Sell
11,500
-50,400
-81% -$7.35M 0.01% 1029
2015
Q1 		$9.29M Buy
+61,900
New +$9.01M 0.05% 259
2014
Q4 		– Sell
-45,600
Closed -$5.81M – 1936
2014
Q3 		$5.81M Buy
+45,600
New +$5.74M 0.04% 380

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.