Meristem Family Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $863K | Sell |
4,505
-200
| -4% | -$40.1K | 0.09% | 120 |
|
|
2021
Q4 | $947K | Buy |
4,705
+148
| +3% | +$31.3K | 0.08% | 139 |
|
|
2021
Q3 | $1M | Buy |
4,557
+1,728
| +61% | +$385K | 0.1% | 131 |
|
|
2021
Q2 | $678K | Buy |
2,829
+50
| +2% | +$12.1K | 0.11% | 134 |
|
|
2021
Q1 | $708K | Hold |
2,779
| – | – | 0.14% | 96 |
|
|
2020
Q4 | $595K | Sell |
2,779
-200
| -7% | -$38.4K | 0.13% | 105 |
|
|
2020
Q3 | $492K | Hold |
2,979
| – | – | 0.13% | 100 |
|
|
2020
Q2 | $546K | Sell |
2,979
-525
| -15% | -$80.7K | 0.15% | 91 |
|
|
2020
Q1 | $523K | Sell |
3,504
-15
| -0.4% | -$4.11K | 0.16% | 85 |
|
|
2019
Q4 | $1.15M | Sell |
3,519
-10
| -0.3% | -$3.54K | 0.28% | 52 |
|
|
2019
Q3 | $1.34M | Buy |
3,529
+109
| +3% | +$39K | 0.36% | 44 |
|
|
2019
Q2 | $1.25M | Buy |
3,420
+196
| +6% | +$71.5K | 0.38% | 45 |
|
|
2019
Q1 | $1.23M | Hold |
3,224
| – | – | 0.42% | 41 |
|
|
2018
Q4 | $1.04M | Buy |
+3,224
| New | +$1.11M | 0.38% | 39 |
|
|
2018
Q3 | – | Sell |
-3,169
| Closed | -$1.11M | – | 144 |
|
|
2018
Q2 | $1.06M | Buy |
3,169
+658
| +26% | +$226K | 0.37% | 37 |
|
|
2018
Q1 | $823K | Sell |
2,511
-15
| -0.6% | -$5.07K | 0.29% | 51 |
|
|
2017
Q4 | $745K | Hold |
2,526
| – | – | 0.27% | 53 |
|
|
2017
Q3 | $642K | Hold |
2,526
| – | – | 0.26% | 51 |
|
|
2017
Q2 | $500K | Hold |
2,526
| – | – | 0.21% | 60 |
|
|
2017
Q1 | $447K | Sell |
2,526
-2,525
| -50% | -$430K | 0.18% | 67 |
|
|
2016
Q4 | $786K | Sell |
5,051
-683
| -12% | -$99.7K | 0.32% | 48 |
|
|
2016
Q3 | $755K | Buy |
5,734
+3,700
| +182% | +$487K | 0.32% | 47 |
|
|
2016
Q2 | $264K | Sell |
2,034
-280
| -12% | -$36.5K | 0.12% | 84 |
|
|
2016
Q1 | $294K | Sell |
2,314
-115
| -5% | -$14.3K | 0.13% | 84 |
|
|
2015
Q4 | $351K | Buy |
+2,429
| New | +$350K | 0.14% | 79 |
|
|
2015
Q3 | – | Sell |
-2,425
| Closed | -$336K | – | 61 |
|
|
2015
Q2 | $336K | Sell |
2,425
-70
| -3% | -$10.2K | 0.15% | 76 |
|
|
2015
Q1 | $374K | Buy |
2,495
+76
| +3% | +$11.1K | 0.16% | 77 |
|
|
2014
Q4 | $314K | Hold |
2,419
| – | – | 0.11% | 82 |
|
|
2014
Q3 | $308K | Buy |
2,419
+400
| +20% | +$50.4K | 0.13% | 77 |
|
|
2014
Q2 | $257K | Buy |
2,019
+105
| +5% | +$13.7K | 0.11% | 92 |
|
|
2014
Q1 | $240K | Hold |
1,914
| – | – | 0.11% | 95 |
|
|
2013
Q4 | $261K | Hold |
1,914
| – | – | 0.11% | 98 |
|
|
2013
Q3 | $225K | Buy |
+1,914
| New | +$206K | 0.1% | 101 |
|
Other funds holding BA
Meristem Family Wealth's BA Position: Q1 2022 in Review
Meristem Family Wealth reduced its Boeing (BA) stake by 4.3% in Q1 2022, selling an estimated $40.1K and leaving 4,505 shares worth $863K. The position accounts for 0.09% of the portfolio, ranked #120.
Meristem Family Wealth first reported a position in BA in Q3 2013 and has held it in 33 quarters since. The position peaked at $1.34M in Q3 2019. 2,151 funds tracked by Wall St. Rank hold BA as of Q1 2022.
- Meristem Family Wealth held 4,505 shares of Boeing worth $863K as of Q1 2022.
- Meristem Family Wealth sold 200 Boeing shares in Q1 2022, an estimated $40.1K.
- Boeing made up 0.09% of Meristem Family Wealth's portfolio in Q1 2022, its #120 holding.
- Meristem Family Wealth first reported a position in Boeing in Q3 2013 and has held it in 33 quarters since.
- Meristem Family Wealth's Boeing position peaked at $1.34M in Q3 2019.
- 2,151 funds tracked by Wall St. Rank held Boeing as of Q1 2022.
Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.