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Meristem Family Wealth’s Boeing BA Stock Holding History

Meristem Family Wealth’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
2018
Q4 		– Sell
-3,247
Closed -$1.21M – 128
2018
Q3 		$1.21M Buy
+3,247
New +$1.14M 0.41% 35

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.