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McElhenny Sheffield Capital Management’s Boeing BA Stock Holding History

McElhenny Sheffield Capital Management’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
2023
Q1 		– Sell
-250
Closed -$47.6K – 132
2022
Q4 		$47.6K Buy
+250
New +$40.9K 0.02% 187

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McElhenny Sheffield Capital Management's BA Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Boeing (BA) in Q1 2023, closing a stake of 250 shares — an estimated $47.6K sold.

McElhenny Sheffield Capital Management first reported a position in BA in Q4 2022 and held it in 1 quarter. The position peaked at $47.6K in Q4 2022. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 250 Boeing shares in Q1 2023, an estimated $47.6K.
  • McElhenny Sheffield Capital Management first reported a position in Boeing in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Boeing position peaked at $47.6K in Q4 2022.
  • 2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.