McLean Asset Management’s Boeing BA Stock Holding History

McLean Asset 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
2021 Q4	–	Sell	-1,048	Closed	-$220K	–	135
2021 Q3	$220K	Sell	1,048 -55	-5%	-$12.3K	0.08%	130
2021 Q2	$240K	Sell	1,103 -9	-0.8%	-$2.18K	0.11%	96
2021 Q1	$270K	Buy	1,112 +25	+2%	+$5.56K	0.21%	77
2020 Q4	$233K	Buy	+1,087	New	+$209K	0.21%	78

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

McLean Asset Management's BA Position: Q4 2021 in Review

McLean Asset Management sold out of Boeing (BA) in Q4 2021, closing a stake of 1,048 shares — an estimated $220K sold.

McLean Asset Management first reported a position in BA in Q4 2020 and held it in 4 quarters. The position peaked at $270K in Q1 2021. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

McLean Asset Management reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
McLean Asset Management sold 1,048 Boeing shares in Q4 2021, an estimated $220K.
McLean Asset Management first reported a position in Boeing in Q4 2020 and held it in 4 quarters.
McLean Asset Management's Boeing position peaked at $270K in Q1 2021.
2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on McLean Asset Management's 13F filing for Q4 2021, filed 14 Jan 2022.