LGF
BA icon

LGT Group Foundation’s Boeing BA Stock Holding History

LGT Group Foundation’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
Q4 		– Sell
-2,530
Closed -$307K – 262
2022
Q3 		$307K Buy
2,530
+30
+1% +$4.6K 0.01% 226
2022
Q2 		$341K Hold
2,500
– – 0.01% 229
2022
Q1 		$477K Hold
2,500
– – 0.01% 230
2021
Q4 		$504K Buy
+2,500
New +$528K 0.01% 226

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LGT Group Foundation's BA Position: Q4 2022 in Review

LGT Group Foundation sold out of Boeing (BA) in Q4 2022, closing a stake of 2,530 shares — an estimated $307K sold.

LGT Group Foundation first reported a position in BA in Q4 2021 and held it in 4 quarters. The position peaked at $504K in Q4 2021. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

  • LGT Group Foundation reported no remaining Boeing position as of Q4 2022 after selling out during the quarter.
  • LGT Group Foundation sold 2,530 Boeing shares in Q4 2022, an estimated $307K.
  • LGT Group Foundation first reported a position in Boeing in Q4 2021 and held it in 4 quarters.
  • LGT Group Foundation's Boeing position peaked at $504K in Q4 2021.
  • 2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on LGT Group Foundation's 13F filing for Q4 2022, filed 9 Feb 2023.