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Moseley Investment Management’s Boeing BA Stock Holding History

Moseley Investment 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
2022
Q3 		– Sell
-5,010
Closed -$685K – 143
2022
Q2 		$685K Buy
5,010
+1,523
+44% +$225K 0.48% 53
2022
Q1 		$668K Sell
3,487
-445
-11% -$89.3K 0.36% 73
2021
Q4 		$792K Buy
3,932
+125
+3% +$26.4K 0.36% 74
2021
Q3 		$860K Buy
3,807
+80
+2% +$17.8K 0.43% 71
2021
Q2 		$893K Buy
3,727
+244
+7% +$59K 0.44% 71
2021
Q1 		$887K Sell
3,483
-170
-5% -$37.8K 0.49% 63
2020
Q4 		$782K Buy
3,653
+425
+13% +$81.7K 0.45% 66
2020
Q3 		$533K Sell
3,228
-769
-19% -$131K 0.38% 68
2020
Q2 		$733K Buy
3,997
+47
+1% +$7.22K 0.61% 51
2020
Q1 		$589K Buy
3,950
+107
+3% +$29.3K 0.69% 47
2019
Q4 		$1.25M Buy
3,843
+376
+11% +$133K 1.23% 27
2019
Q3 		$1.32M Buy
3,467
+191
+6% +$68.3K 1.38% 20
2019
Q2 		$1.19M Buy
3,276
+503
+18% +$183K 1.11% 28
2019
Q1 		$1.06M Buy
+2,773
New +$1.07M 1.1% 27

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moseley Investment Management's BA Position: Q3 2022 in Review

Moseley Investment Management sold out of Boeing (BA) in Q3 2022, closing a stake of 5,010 shares — an estimated $685K sold.

Moseley Investment Management first reported a position in BA in Q1 2019 and held it in 14 quarters. The position peaked at $1.32M in Q3 2019. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

  • Moseley Investment Management reported no remaining Boeing position as of Q3 2022 after selling out during the quarter.
  • Moseley Investment Management sold 5,010 Boeing shares in Q3 2022, an estimated $685K.
  • Moseley Investment Management first reported a position in Boeing in Q1 2019 and held it in 14 quarters.
  • Moseley Investment Management's Boeing position peaked at $1.32M in Q3 2019.
  • 1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Moseley Investment Management's 13F filing for Q3 2022, filed 13 Oct 2022.