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LMCG Investments’s Boeing BA Stock Holding History

LMCG Investments’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
2024
Q1 		– Sell
-1,027
Closed -$268K – 292
2023
Q4 		$268K Buy
+1,027
New +$220K 0.02% 284
2023
Q3 		– Sell
-1,042
Closed -$220K – 294
2023
Q2 		$220K Buy
+1,042
New +$216K 0.01% 285
2022
Q2 		– Sell
-2,103
Closed -$403K – 316
2022
Q1 		$403K Buy
+2,103
New +$422K 0.02% 290
2015
Q3 		$3.08M Buy
23,561
+26
+0.1% +$3.61K 0.07% 339
2015
Q2 		$3.27M Buy
23,535
+230
+1% +$33.5K 0.07% 328
2015
Q1 		$3.5M Sell
23,305
-141
-0.6% -$20.5K 0.07% 333
2014
Q4 		$3.05M Sell
23,446
-606
-3% -$76.8K 0.07% 312
2014
Q3 		$3.06M Buy
24,052
+321
+1% +$40.4K 0.07% 308
2014
Q2 		$3.02M Buy
23,731
+356
+2% +$46.5K 0.07% 316
2014
Q1 		$2.93M Buy
23,375
+4,319
+23% +$563K 0.07% 302
2013
Q4 		$2.6M Buy
19,056
+2,673
+16% +$347K 0.06% 311
2013
Q3 		$1.93M Buy
16,383
+12,914
+372% +$1.39M 0.05% 322
2013
Q2 		$355K Buy
+3,469
New +$330K 0.01% 419

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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMCG Investments's BA Position: Q1 2024 in Review

LMCG Investments sold out of Boeing (BA) in Q1 2024, closing a stake of 1,027 shares — an estimated $268K sold.

LMCG Investments first reported a position in BA in Q2 2013 and held it in 13 quarters. The position peaked at $3.5M in Q1 2015. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • LMCG Investments reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • LMCG Investments sold 1,027 Boeing shares in Q1 2024, an estimated $268K.
  • LMCG Investments first reported a position in Boeing in Q2 2013 and held it in 13 quarters.
  • LMCG Investments's Boeing position peaked at $3.5M in Q1 2015.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on LMCG Investments's 13F filing for Q1 2024, filed 6 May 2024.