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Lenox Wealth Management’s Boeing BA Stock Holding History

Lenox Wealth 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
2020
Q2 		$245K Sell
1,336
-64
-5% -$9.84K 0.07% 131
2020
Q1 		$208K Buy
1,400
+270
+24% +$73.9K 0.07% 133
2019
Q4 		$368K Sell
1,130
-82
-7% -$29K 0.1% 109
2019
Q3 		$461K Buy
1,212
+118
+11% +$42.2K 0.13% 97
2019
Q2 		$398K Buy
1,094
+5
+0.5% +$1.82K 0.12% 93
2019
Q1 		$415K Buy
1,089
+28
+3% +$10.8K 0.13% 92
2018
Q4 		$342K Buy
1,061
+21
+2% +$7.25K 0.12% 94
2018
Q3 		$387K Sell
1,040
-31
-3% -$10.9K 0.12% 110
2018
Q2 		$359K Buy
1,071
+135
+14% +$46.4K 0.12% 105
2018
Q1 		$306K Buy
936
+24
+3% +$8.11K 0.1% 109
2017
Q4 		$269K Sell
912
-141
-13% -$38.2K 0.08% 118
2017
Q3 		$267K Buy
1,053
+155
+17% +$36.1K 0.09% 118
2017
Q2 		$178K Sell
898
-133
-13% -$24.8K 0.07% 131
2017
Q1 		$182K Buy
1,031
+55
+6% +$9.37K 0.13% 41
2016
Q4 		$152K Hold
976
– – 0.12% 42
2016
Q3 		$129K Hold
976
– – 0.1% 47
2016
Q2 		$127K Hold
976
– – 0.09% 50
2016
Q1 		$124K Buy
976
+221
+29% +$27.4K 0.09% 50
2015
Q4 		$109K Sell
755
-8
-1% -$1.15K 0.08% 61
2015
Q3 		$100K Sell
763
-4
-0.5% -$555 0.08% 54
2015
Q2 		$106K Buy
767
+12
+2% +$1.75K 0.08% 59
2015
Q1 		$113K Hold
755
– – 0.08% 56
2014
Q4 		$98K Hold
755
– – 0.06% 62
2014
Q3 		$96K Sell
755
-15
-2% -$1.89K 0.07% 66
2014
Q2 		$98K Sell
770
-147
-16% -$19.2K 0.07% 68
2014
Q1 		$115K Sell
917
-162
-15% -$21.1K 0.06% 74
2013
Q4 		$147K Buy
+1,079
New +$140K 0.1% 66

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Management's BA Position: Q2 2020 in Review

Lenox Wealth Management reduced its Boeing (BA) stake by 4.6% in Q2 2020, selling an estimated $9.84K and leaving 1,336 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #131.

Lenox Wealth Management first reported a position in BA in Q4 2013 and has held it in 27 quarters since. The position peaked at $461K in Q3 2019. 1,807 funds tracked by Wall St. Rank hold BA as of Q2 2020.

  • Lenox Wealth Management held 1,336 shares of Boeing worth $245K as of Q2 2020.
  • Lenox Wealth Management sold 64 Boeing shares in Q2 2020, an estimated $9.84K.
  • Boeing made up 0.07% of Lenox Wealth Management's portfolio in Q2 2020, its #131 holding.
  • Lenox Wealth Management first reported a position in Boeing in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Boeing position peaked at $461K in Q3 2019.
  • 1,807 funds tracked by Wall St. Rank held Boeing as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.