Mendel Money Management’s Boeing BA Stock Holding History

Mendel Money 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
2019 Q4	$4.26M	Sell	13,082 -15	-0.1%	-$5.31K	3.69%	9
2019 Q3	$4.98M	Sell	13,097 -50	-0.4%	-$17.9K	4.61%	5
2019 Q2	$4.79M	Buy	+13,147	New	+$4.79M	4.58%	7
2018 Q3	$5.7M	Buy	+15,335	New	+$5.39M	5.53%	3
2017 Q4	$6.09M	Buy	+20,660	New	+$5.59M	5.85%	1
2015 Q2	$4.69M	Buy	33,825 +50	+0.1%	+$7.29K	4.37%	3
2015 Q1	$5.07M	Buy	33,775 +300	+0.9%	+$43.7K	4.71%	3
2014 Q4	$4.35M	Buy	33,475 +400	+1%	+$50.7K	4.09%	5
2014 Q3	$4.21M	Buy	+33,075	New	+$4.17M	4.12%	4

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mendel Money Management's BA Position: Q4 2019 in Review

Mendel Money Management reduced its Boeing (BA) stake by 0.11% in Q4 2019, selling an estimated $5.31K and leaving 13,082 shares worth $4.26M. The position accounts for 3.69% of the portfolio, ranked #9.

Mendel Money Management first reported a position in BA in Q3 2014 and has held it in 9 quarters since. The position peaked at $6.09M in Q4 2017. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

Mendel Money Management held 13,082 shares of Boeing worth $4.26M as of Q4 2019.
Mendel Money Management sold 15 Boeing shares in Q4 2019, an estimated $5.31K.
Boeing made up 3.69% of Mendel Money Management's portfolio in Q4 2019, its #9 holding.
Mendel Money Management first reported a position in Boeing in Q3 2014 and has held it in 9 quarters since.
Mendel Money Management's Boeing position peaked at $6.09M in Q4 2017.
2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Mendel Money Management's 13F filing for Q4 2019, filed 13 Feb 2020.