Moody Lynn & Lieberson’s Boeing BA Stock Holding History

Moody Lynn & Lieberson’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
2023 Q3	–	Sell	-11,764	Closed	-$2.48M	–	208
2023 Q2	$2.48M	Sell	11,764 -26	-0.2%	-$5.4K	0.2%	76
2023 Q1	$2.5M	Buy	+11,790	New	+$2.45M	0.23%	72
2018 Q4	–	Sell	-15,297	Closed	-$5.69M	–	191
2018 Q3	$5.69M	Buy	+15,297	New	+$5.37M	0.6%	51
2018 Q2	–	Sell	-9,082	Closed	-$2.98M	–	205
2018 Q1	$2.98M	Buy	+9,082	New	+$3.07M	0.36%	62
2015 Q4	–	Sell	-7,080	Closed	-$927K	–	174
2015 Q3	$927K	Sell	7,080 -1,701	-19%	-$236K	0.18%	79
2015 Q2	$1.22M	Sell	8,781 -54,118	-86%	-$7.89M	0.19%	92
2015 Q1	$9.44M	Buy	62,899 +11,193	+22%	+$1.63M	1.51%	22
2014 Q4	$6.72M	Buy	+51,706	New	+$6.56M	0.96%	39
2014 Q3	–	Sell	-13,480	Closed	-$1.72M	–	192
2014 Q2	$1.72M	Buy	+13,480	New	+$1.76M	0.24%	92

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moody Lynn & Lieberson's BA Position: Q3 2023 in Review

Moody Lynn & Lieberson sold out of Boeing (BA) in Q3 2023, closing a stake of 11,764 shares — an estimated $2.48M sold.

Moody Lynn & Lieberson first reported a position in BA in Q2 2014 and held it in 9 quarters. The position peaked at $9.44M in Q1 2015. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

Moody Lynn & Lieberson reported no remaining Boeing position as of Q3 2023 after selling out during the quarter.
Moody Lynn & Lieberson sold 11,764 Boeing shares in Q3 2023, an estimated $2.48M.
Moody Lynn & Lieberson first reported a position in Boeing in Q2 2014 and held it in 9 quarters.
Moody Lynn & Lieberson's Boeing position peaked at $9.44M in Q1 2015.
2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2023, filed 24 Oct 2023.