Marietta Investment Partners’s Boeing BA Stock Holding History

Marietta Investment Partners’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 Q1	–	Sell	-3,900	Closed	-$1.27M	–	124
2019 Q4	$1.27M	Hold	3,900	–	–	0.42%	61
2019 Q3	$1.48M	Hold	3,900	–	–	0.51%	51
2019 Q2	$1.42M	Sell	3,900 -696	-15%	-$254K	0.47%	57
2019 Q1	$1.75M	Buy	4,596 +736	+19%	+$283K	0.55%	52
2018 Q4	$1.25M	Buy	3,860 +8	+0.2%	+$2.76K	0.48%	57
2018 Q3	$1.43M	Hold	3,852	–	–	0.43%	59
2018 Q2	$1.29M	Buy	3,852 +2	+0.1%	+$688	0.4%	60
2018 Q1	$1.26M	Hold	3,850	–	–	0.38%	63
2017 Q4	$1.14M	Hold	3,850	–	–	0.32%	69
2017 Q3	$979K	Hold	3,850	–	–	0.29%	69
2017 Q2	$761K	Hold	3,850	–	–	0.24%	75
2017 Q1	$681K	Hold	3,850	–	–	0.23%	84
2016 Q4	$599K	Sell	3,850 -1,010	-21%	-$147K	0.21%	87
2016 Q3	$640K	Sell	4,860 -3,110	-39%	-$410K	0.21%	89
2016 Q2	$1.03M	Buy	7,970 +3,910	+96%	+$510K	0.37%	58
2016 Q1	$515K	Buy	+4,060	New	+$504K	0.21%	89
2014 Q3	–	Sell	-3,153	Closed	-$401K	–	107
2014 Q2	$401K	Sell	3,153 -1,968	-38%	-$257K	0.17%	80
2014 Q1	$643K	Sell	5,121 -217	-4%	-$28.3K	0.25%	75
2013 Q4	$729K	Buy	5,338 +125	+2%	+$16.2K	0.27%	76
2013 Q3	$613K	Buy	+5,213	New	+$561K	0.24%	85

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Marietta Investment Partners's BA Position: Q1 2020 in Review

Marietta Investment Partners sold out of Boeing (BA) in Q1 2020, closing a stake of 3,900 shares — an estimated $1.27M sold.

Marietta Investment Partners first reported a position in BA in Q3 2013 and held it in 20 quarters. The position peaked at $1.75M in Q1 2019. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

Marietta Investment Partners reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
Marietta Investment Partners sold 3,900 Boeing shares in Q1 2020, an estimated $1.27M.
Marietta Investment Partners first reported a position in Boeing in Q3 2013 and held it in 20 quarters.
Marietta Investment Partners's Boeing position peaked at $1.75M in Q1 2019.
1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Marietta Investment Partners's 13F filing for Q1 2020, filed 14 May 2020.