Mid Atlantic Financial Management’s Boeing BA Stock Holding History

Mid Atlantic Financial 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 Q3	$1.95M	Sell	8,871 -1,006	-10%	-$224K	0.13%	146
2021 Q2	$2.37M	Buy	9,877 +110	+1%	+$26.6K	0.16%	132
2021 Q1	$2.49M	Buy	9,767 +424	+5%	+$94.2K	0.18%	123
2020 Q4	$2M	Buy	9,343 +2,248	+32%	+$432K	0.15%	139
2020 Q3	$1.27M	Sell	7,095 -1,081	-13%	-$184K	0.11%	165
2020 Q2	$1.5M	Buy	8,176 +811	+11%	+$125K	0.14%	134
2020 Q1	$1.1M	Sell	7,365 -2,308	-24%	-$632K	0.13%	144
2019 Q4	$3.15M	Sell	9,673 -2,436	-20%	-$862K	0.29%	79
2019 Q3	$4.61M	Sell	12,109 -610	-5%	-$218K	0.49%	43
2019 Q2	$4.63M	Sell	12,719 -183	-1%	-$66.7K	0.48%	41
2019 Q1	$4.92M	Buy	12,902 +90	+0.7%	+$34.6K	0.54%	27
2018 Q4	$4.13M	Buy	+12,812	New	+$4.43M	0.51%	37

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mid Atlantic Financial Management's BA Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Boeing (BA) stake by 10% in Q3 2021, selling an estimated $224K and leaving 8,871 shares worth $1.95M. The position accounts for 0.13% of the portfolio, ranked #146.

Mid Atlantic Financial Management first reported a position in BA in Q4 2018 and has held it in 12 quarters since. The position peaked at $4.92M in Q1 2019. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.

Mid Atlantic Financial Management held 8,871 shares of Boeing worth $1.95M as of Q3 2021.
Mid Atlantic Financial Management sold 1,006 Boeing shares in Q3 2021, an estimated $224K.
Boeing made up 0.13% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #146 holding.
Mid Atlantic Financial Management first reported a position in Boeing in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Boeing position peaked at $4.92M in Q1 2019.
2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.