Mad River Investors’s Boeing BA Stock Holding History

Mad River Investors’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	-5,003	Closed	-$1.3M	–	28
2023 Q4	$1.3M	Sell	5,003 -75	-1%	-$16K	1.21%	14
2023 Q3	$973K	Sell	5,078 -75	-1%	-$16.4K	0.69%	18
2023 Q2	$1.23M	Sell	5,153 -7	-0.1%	-$1.45K	0.91%	17
2023 Q1	$1.1M	Buy	5,160 +45	+0.9%	+$9.35K	0.77%	15
2022 Q4	$974K	Sell	5,115 -2,075	-29%	-$339K	0.57%	15
2022 Q3	$871K	Sell	7,190 -495	-6%	-$75.9K	0.63%	16
2022 Q2	$1.05M	Sell	7,685 -300	-4%	-$44.3K	0.82%	16
2022 Q1	$1.53M	Sell	7,985 -475	-6%	-$95.3K	1.18%	16
2021 Q4	$1.7M	Sell	8,460 -190	-2%	-$40.1K	1.3%	15
2021 Q3	$2.07M	Hold	8,650	–	–	1.33%	14
2021 Q2	$2.07M	Sell	8,650 -200	-2%	-$48.4K	1.33%	14
2021 Q1	$2.25M	Sell	8,850 -50	-0.6%	-$11.1K	1.5%	12
2020 Q4	$1.91M	Buy	8,900 +110	+1%	+$21.1K	1.87%	13
2020 Q3	$1.45M	Sell	8,790 -300	-3%	-$51.1K	1.85%	13
2020 Q2	$1.67M	Buy	+9,090	New	+$1.4M	1.91%	12

Other funds holding BA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mad River Investors's BA Position: Q1 2024 in Review

Mad River Investors sold out of Boeing (BA) in Q1 2024, closing a stake of 5,003 shares — an estimated $1.3M sold.

Mad River Investors first reported a position in BA in Q2 2020 and held it in 15 quarters. The position peaked at $2.25M in Q1 2021. 2,197 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Mad River Investors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Mad River Investors sold 5,003 Boeing shares in Q1 2024, an estimated $1.3M.
Mad River Investors first reported a position in Boeing in Q2 2020 and held it in 15 quarters.
Mad River Investors's Boeing position peaked at $2.25M in Q1 2021.
2,197 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Mad River Investors's 13F filing for Q1 2024, filed 19 Apr 2024.