LA
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Lau Associates’s Boeing BA Stock Holding History

Lau Associates’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
2019
Q4 		$912K Hold
2,800
– – 0.45% 51
2019
Q3 		$1.06M Sell
2,800
-500
-15% -$179K 0.56% 47
2019
Q2 		$1.2M Sell
3,300
-108
-3% -$39.4K 0.57% 45
2019
Q1 		$1.3M Hold
3,408
– – 0.67% 42
2018
Q4 		$1.1M Buy
3,408
+1,108
+48% +$383K 0.61% 46
2018
Q3 		$855K Buy
+2,300
New +$808K 0.48% 50

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lau Associates's BA Position: Q4 2019 in Review

Lau Associates held its Boeing (BA) position steady in Q4 2019 at 2,800 shares worth $912K. The position accounts for 0.45% of the portfolio, ranked #51.

Lau Associates first reported a position in BA in Q3 2018 and has held it in 6 quarters since. The position peaked at $1.3M in Q1 2019. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

  • Lau Associates held 2,800 shares of Boeing worth $912K as of Q4 2019.
  • Lau Associates left its Boeing share count unchanged in Q4 2019.
  • Boeing made up 0.45% of Lau Associates's portfolio in Q4 2019, its #51 holding.
  • Lau Associates first reported a position in Boeing in Q3 2018 and has held it in 6 quarters since.
  • Lau Associates's Boeing position peaked at $1.3M in Q1 2019.
  • 2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Lau Associates's 13F filing for Q4 2019, filed 5 Feb 2020.