New England Asset Management’s Boeing BA Stock Holding History

New England Asset 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 Q4	–	Sell	-50	Closed	-$6K	–	120
2022 Q3	$6K	Buy	+50	New	+$7.67K	﹤0.01%	181
2015 Q2	–	Sell	-2,450	Closed	-$368K	–	162
2015 Q1	$368K	Buy	+2,450	New	+$357K	0.01%	114

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

New England Asset Management's BA Position: Q4 2022 in Review

New England Asset Management sold out of Boeing (BA) in Q4 2022, closing a stake of 50 shares — an estimated $6K sold.

New England Asset Management first reported a position in BA in Q1 2015 and held it in 2 quarters. The position peaked at $368K in Q1 2015. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

New England Asset Management reported no remaining Boeing position as of Q4 2022 after selling out during the quarter.
New England Asset Management sold 50 Boeing shares in Q4 2022, an estimated $6K.
New England Asset Management first reported a position in Boeing in Q1 2015 and held it in 2 quarters.
New England Asset Management's Boeing position peaked at $368K in Q1 2015.
2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on New England Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.