Mariner Independent Advisor Network’s Boeing BA Stock Holding History

Mariner Independent Advisor Network’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 Q3	$5.91M	Buy	48,825 +4,445	+10%	+$682K	0.25%	95
2022 Q2	$6.17M	Buy	44,380 +4,848	+12%	+$715K	0.26%	93
2022 Q1	$7.53M	Buy	39,532 +10,575	+37%	+$2.12M	0.29%	86
2021 Q4	$5.97M	Buy	+28,957	New	+$6.12M	0.28%	85
2021 Q3	–	Sell	-28,937	Closed	-$6.93M	–	471
2021 Q2	$6.93M	Buy	28,937 +1,009	+4%	+$244K	0.31%	70
2021 Q1	$7.11M	Sell	27,928 -11,402	-29%	-$2.53M	0.37%	58
2020 Q4	$8.42M	Buy	39,330 +17,053	+77%	+$3.28M	0.45%	45
2020 Q3	$3.68M	Sell	22,277 -11,934	-35%	-$2.03M	0.31%	84
2020 Q2	$6.22M	Buy	34,211 +6,215	+22%	+$955K	0.57%	40
2020 Q1	$3.83M	Buy	27,996 +9,367	+50%	+$2.56M	0.35%	77
2019 Q4	$6.11M	Buy	18,629 +1,408	+8%	+$498K	0.44%	57
2019 Q3	$6.49M	Buy	17,221 +1,857	+12%	+$664K	0.49%	52
2019 Q2	$5.53M	Sell	15,364 -2,492	-14%	-$909K	0.42%	55
2019 Q1	$6.91M	Buy	17,856 +3,615	+25%	+$1.39M	0.58%	38
2018 Q4	$4.93M	Buy	14,241 +1,798	+14%	+$621K	0.44%	55
2018 Q3	$4.63M	Sell	12,443 -6,271	-34%	-$2.2M	0.58%	45
2018 Q2	$6.28M	Buy	18,714 +5,952	+47%	+$2.05M	1.11%	19
2018 Q1	$4.18M	Sell	12,762 -1,568	-11%	-$530K	0.26%	85
2017 Q4	$4.23M	Buy	+14,330	New	+$3.88M	0.44%	55
2017 Q1	–	Sell	-21,590	Closed	-$3.36M	–	258
2016 Q4	$3.36M	Buy	+21,590	New	+$3.15M	0.55%	53
2015 Q1	–	Sell	-5,579	Closed	-$725K	–	88
2014 Q4	$725K	Buy	5,579 +2,977	+114%	+$377K	0.34%	61
2014 Q3	$332K	Sell	2,602 -373	-13%	-$47K	0.17%	82
2014 Q2	$379K	Buy	+2,975	New	+$388K	0.19%	79

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Mariner Independent Advisor Network's BA Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Boeing (BA) stake by 10% in Q3 2022, buying an estimated $682K and bringing the position to 48,825 shares worth $5.91M. The position accounts for 0.25% of the portfolio, ranked #95.

Mariner Independent Advisor Network first reported a position in BA in Q2 2014 and has held it in 23 quarters since. The position peaked at $8.42M in Q4 2020. 1,829 funds tracked by Wall St. Rank hold BA as of Q3 2022.

Mariner Independent Advisor Network held 48,825 shares of Boeing worth $5.91M as of Q3 2022.
Mariner Independent Advisor Network bought 4,445 Boeing shares in Q3 2022, an estimated $682K.
Boeing made up 0.25% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #95 holding.
Mariner Independent Advisor Network first reported a position in Boeing in Q2 2014 and has held it in 23 quarters since.
Mariner Independent Advisor Network's Boeing position peaked at $8.42M in Q4 2020.
1,829 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.