Main Street Research’s Boeing BA Stock Holding History

Main Street Research’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 Q1	–	Sell	-1,024	Closed	-$206K	–	119
2021 Q4	$206K	Buy	+1,024	New	+$216K	0.02%	135
2021 Q1	–	Sell	-979	Closed	-$210K	–	128
2020 Q4	$210K	Buy	+979	New	+$188K	0.02%	119
2019 Q2	–	Sell	-720	Closed	-$275K	–	93
2019 Q1	$275K	Buy	+720	New	+$277K	0.09%	70
2018 Q4	–	Sell	-40,281	Closed	-$15M	–	80
2018 Q3	$15M	Buy	40,281 +2,265	+6%	+$796K	2.15%	25
2018 Q2	$12.8M	Buy	38,016 +37,098	+4,041%	+$12.8M	2%	28
2018 Q1	$301K	Buy	+918	New	+$310K	0.05%	89
2016 Q1	–	Sell	-1,457	Closed	-$211K	–	96
2015 Q4	$211K	Hold	1,457	–	–	0.05%	113
2015 Q3	$216K	Buy	+1,457	New	+$202K	0.05%	111
2015 Q2	–	Sell	-1,898	Closed	-$285K	–	137
2015 Q1	$285K	Buy	1,898 +316	+20%	+$46K	0.06%	116
2014 Q4	$206K	Hold	1,582	–	–	0.04%	131
2014 Q3	$201K	Hold	1,582	–	–	0.04%	132
2014 Q2	$201K	Buy	+1,582	New	+$207K	0.05%	134
2014 Q1	–	Sell	-1,762	Closed	-$240K	–	139
2013 Q4	$240K	Hold	1,762	–	–	0.06%	134
2013 Q3	$207K	Buy	+1,762	New	+$190K	0.06%	136

Other funds holding BA

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Main Street Research's BA Position: Q1 2022 in Review

Main Street Research sold out of Boeing (BA) in Q1 2022, closing a stake of 1,024 shares — an estimated $206K sold.

Main Street Research first reported a position in BA in Q3 2013 and held it in 14 quarters. The position peaked at $15M in Q3 2018. 2,151 funds tracked by Wall St. Rank hold BA as of Q1 2022.

Main Street Research reported no remaining Boeing position as of Q1 2022 after selling out during the quarter.
Main Street Research sold 1,024 Boeing shares in Q1 2022, an estimated $206K.
Main Street Research first reported a position in Boeing in Q3 2013 and held it in 14 quarters.
Main Street Research's Boeing position peaked at $15M in Q3 2018.
2,151 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on Main Street Research's 13F filing for Q1 2022, filed 5 May 2022.