LifePlan Financial Group’s Boeing BA Stock Holding History

LifePlan Financial 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
2020 Q3	$187K	Buy	1,133 +57	+5%	+$9.71K	0.08%	137
2020 Q2	$197K	Sell	1,076 -58	-5%	-$8.91K	0.09%	123
2020 Q1	$169K	Hold	1,134	–	–	0.09%	125
2019 Q4	$369K	Sell	1,134 -8	-0.7%	-$2.83K	0.16%	99
2019 Q3	$434K	Hold	1,142	–	–	0.2%	85
2019 Q2	$416K	Hold	1,142	–	–	0.2%	81
2019 Q1	$436K	Buy	1,142 +50	+5%	+$19.2K	0.23%	73
2018 Q4	$352K	Hold	1,092	–	–	0.22%	74
2018 Q3	$406K	Hold	1,092	–	–	0.22%	76
2018 Q2	$366K	Hold	1,092	–	–	0.2%	79
2018 Q1	$358K	Hold	1,092	–	–	0.21%	79
2017 Q4	$278K	Hold	1,092	–	–	0.18%	94
2017 Q3	$278K	Buy	+1,092	New	+$255K	0.18%	94

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LifePlan Financial Group's BA Position: Q3 2020 in Review

LifePlan Financial Group increased its Boeing (BA) stake by 5.3% in Q3 2020, buying an estimated $9.71K and bringing the position to 1,133 shares worth $187K. The position accounts for 0.08% of the portfolio, ranked #137.

LifePlan Financial Group first reported a position in BA in Q3 2017 and has held it in 13 quarters since. The position peaked at $436K in Q1 2019. 1,737 funds tracked by Wall St. Rank hold BA as of Q3 2020.

LifePlan Financial Group held 1,133 shares of Boeing worth $187K as of Q3 2020.
LifePlan Financial Group bought 57 Boeing shares in Q3 2020, an estimated $9.71K.
Boeing made up 0.08% of LifePlan Financial Group's portfolio in Q3 2020, its #137 holding.
LifePlan Financial Group first reported a position in Boeing in Q3 2017 and has held it in 13 quarters since.
LifePlan Financial Group's Boeing position peaked at $436K in Q1 2019.
1,737 funds tracked by Wall St. Rank held Boeing as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.