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McDaniel Terry & Co’s Boeing BA Stock Holding History

McDaniel Terry & Co’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
-1,137
Closed -$370K – 74
2019
Q4 		$370K Sell
1,137
-101
-8% -$35.8K 0.06% 60
2019
Q3 		$471K Buy
1,238
+195
+19% +$69.7K 0.08% 47
2019
Q2 		$380K Buy
1,043
+500
+92% +$182K 0.06% 50
2019
Q1 		$207K Buy
+543
New +$209K 0.04% 62

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

McDaniel Terry & Co's BA Position: Q1 2020 in Review

McDaniel Terry & Co sold out of Boeing (BA) in Q1 2020, closing a stake of 1,137 shares — an estimated $370K sold.

McDaniel Terry & Co first reported a position in BA in Q1 2019 and held it in 4 quarters. The position peaked at $471K in Q3 2019. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • McDaniel Terry & Co reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • McDaniel Terry & Co sold 1,137 Boeing shares in Q1 2020, an estimated $370K.
  • McDaniel Terry & Co first reported a position in Boeing in Q1 2019 and held it in 4 quarters.
  • McDaniel Terry & Co's Boeing position peaked at $471K in Q3 2019.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on McDaniel Terry & Co's 13F filing for Q1 2020, filed 8 May 2020.