M&G Investment Management’s Boeing BA Stock Holding History

M&G Investment 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
2023 Q2	–	Sell	-1,411	Closed	-$299K	–	382
2023 Q1	$299K	Hold	1,411	–	–	﹤0.01%	358
2022 Q4	$268K	Buy	+1,411	New	+$231K	﹤0.01%	394
2022 Q3	–	Sell	-1,621	Closed	-$222	–	422
2022 Q2	$222	Buy	1,621 +32	+2%	+$4.72K	﹤0.01%	422
2022 Q1	$305	Sell	1,589 -141	-8%	-$28.3K	﹤0.01%	420
2021 Q4	$348	Buy	1,730 +9	+0.5%	+$1.9K	﹤0.01%	432
2021 Q3	$379	Buy	1,721 +147	+9%	+$32.8K	﹤0.01%	692
2021 Q2	$378	Sell	1,574 -82	-5%	-$19.8K	﹤0.01%	687
2021 Q1	$422	Sell	1,656 -144	-8%	-$32K	﹤0.01%	385
2020 Q4	$385	Sell	1,800 -61	-3%	-$11.7K	﹤0.01%	374
2020 Q3	$307K	Hold	1,861	–	–	﹤0.01%	401
2020 Q2	$341K	Sell	1,861 -117	-6%	-$18K	﹤0.01%	361
2020 Q1	$295K	Sell	1,978 -75,504	-97%	-$20.7M	﹤0.01%	371
2019 Q4	$25.3M	Buy	+77,482	New	+$27.4M	0.22%	99

Other funds holding BA

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

M&G Investment Management's BA Position: Q2 2023 in Review

M&G Investment Management sold out of Boeing (BA) in Q2 2023, closing a stake of 1,411 shares — an estimated $299K sold.

M&G Investment Management first reported a position in BA in Q4 2019 and held it in 13 quarters. The position peaked at $25.3M in Q4 2019. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

M&G Investment Management reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
M&G Investment Management sold 1,411 Boeing shares in Q2 2023, an estimated $299K.
M&G Investment Management first reported a position in Boeing in Q4 2019 and held it in 13 quarters.
M&G Investment Management's Boeing position peaked at $25.3M in Q4 2019.
2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on M&G Investment Management's 13F filing for Q2 2023, filed 1 Aug 2023.