Lattice Capital Management’s Boeing BA Stock Holding History

Lattice Capital 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
2023 Q2	–	Sell	-1,200	Closed	-$255K	–	39
2023 Q1	$255K	Hold	1,200	–	–	0.04%	45
2022 Q4	$229K	Buy	+1,200	New	+$196K	0.04%	46
2022 Q2	–	Sell	-1,200	Closed	-$218K	–	61
2022 Q1	$218K	Hold	1,200	–	–	0.31%	64
2021 Q4	$242K	Buy	+1,200	New	+$254K	0.02%	68

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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

Lattice Capital Management's BA Position: Q2 2023 in Review

Lattice Capital Management sold out of Boeing (BA) in Q2 2023, closing a stake of 1,200 shares — an estimated $255K sold.

Lattice Capital Management first reported a position in BA in Q4 2021 and held it in 4 quarters. The position peaked at $255K in Q1 2023. 2,228 funds tracked by Wall St. Rank hold BA as of Q2 2023.

Lattice Capital Management reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
Lattice Capital Management sold 1,200 Boeing shares in Q2 2023, an estimated $255K.
Lattice Capital Management first reported a position in Boeing in Q4 2021 and held it in 4 quarters.
Lattice Capital Management's Boeing position peaked at $255K in Q1 2023.
2,228 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Lattice Capital Management's 13F filing for Q2 2023, filed 28 Jul 2023.