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Northeast Investment Management’s Boeing BA Stock Holding History

Northeast 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
2024
Q3 		– Sell
-1,530
Closed -$278K – 184
2024
Q2 		$278K Sell
1,530
-254
-14% -$45.3K 0.01% 163
2024
Q1 		$344K Sell
1,784
-36
-2% -$7.4K 0.02% 158
2023
Q4 		$474K Sell
1,820
-39
-2% -$8.34K 0.03% 131
2023
Q3 		$356K Sell
1,859
-2,000
-52% -$438K 0.02% 144
2023
Q2 		$815K Buy
3,859
+75
+2% +$15.6K 0.05% 110
2023
Q1 		$804K Hold
3,784
– – 0.05% 109
2022
Q4 		$721K Buy
3,784
+298
+9% +$48.7K 0.05% 111
2022
Q3 		$422K Buy
3,486
+1,000
+40% +$153K 0.03% 129
2022
Q2 		$340K Buy
2,486
+36
+1% +$5.31K 0.02% 141
2022
Q1 		$469K Hold
2,450
– – 0.02% 139
2021
Q4 		$493K Hold
2,450
– – 0.02% 136
2021
Q3 		$539K Sell
2,450
-191
-7% -$42.6K 0.03% 130
2021
Q2 		$633K Sell
2,641
-378
-13% -$91.4K 0.03% 128
2021
Q1 		$769K Buy
3,019
+623
+26% +$138K 0.05% 117
2020
Q4 		$513K Buy
2,396
+22
+0.9% +$4.23K 0.03% 130
2020
Q3 		$392K Sell
2,374
-50
-2% -$8.52K 0.03% 131
2020
Q2 		$444K Sell
2,424
-144
-6% -$22.1K 0.03% 120
2020
Q1 		$383K Sell
2,568
-785
-23% -$215K 0.04% 117
2019
Q4 		$1.09M Sell
3,353
-171
-5% -$60.5K 0.08% 99
2019
Q3 		$1.34M Sell
3,524
-2
-0.1% -$715 0.11% 93
2019
Q2 		$1.28M Buy
3,526
+31
+0.9% +$11.3K 0.1% 93
2019
Q1 		$1.33M Buy
3,495
+192
+6% +$73.9K 0.11% 88
2018
Q4 		$1.06M Buy
3,303
+515
+18% +$178K 0.1% 91
2018
Q3 		$1.04M Sell
2,788
-338
-11% -$119K 0.08% 100
2018
Q2 		$1.05M Buy
3,126
+75
+2% +$25.8K 0.09% 98
2018
Q1 		$1M Sell
3,051
-117
-4% -$39.5K 0.09% 95
2017
Q4 		$934K Sell
3,168
-47
-1% -$12.7K 0.08% 100
2017
Q3 		$817K Sell
3,215
-10
-0.3% -$2.33K 0.07% 102
2017
Q2 		$638K Sell
3,225
-30
-0.9% -$5.58K 0.06% 107
2017
Q1 		$576K Hold
3,255
– – 0.05% 108
2016
Q4 		$507K Hold
3,255
– – 0.05% 114
2016
Q3 		$429K Hold
3,255
– – 0.04% 119
2016
Q2 		$423K Sell
3,255
-25
-0.8% -$3.26K 0.04% 117
2016
Q1 		$416K Sell
3,280
-75
-2% -$9.31K 0.04% 122
2015
Q4 		$485K Sell
3,355
-330
-9% -$47.5K 0.05% 116
2015
Q3 		$483K Hold
3,685
– – 0.05% 113
2015
Q2 		$511K Hold
3,685
– – 0.05% 114
2015
Q1 		$553K Sell
3,685
-247
-6% -$36K 0.05% 117
2014
Q4 		$511K Sell
3,932
-190
-5% -$24.1K 0.05% 123
2014
Q3 		$525K Buy
4,122
+129
+3% +$16.2K 0.05% 124
2014
Q2 		$508K Sell
3,993
-23
-0.6% -$3K 0.05% 131
2014
Q1 		$504K Sell
4,016
-25
-0.6% -$3.26K 0.05% 125
2013
Q4 		$552K Hold
4,041
– – 0.06% 116
2013
Q3 		$475K Buy
4,041
+225
+6% +$24.2K 0.06% 117
2013
Q2 		$391K Buy
+3,816
New +$363K 0.05% 118

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Northeast Investment Management's BA Position: Q3 2024 in Review

Northeast Investment Management sold out of Boeing (BA) in Q3 2024, closing a stake of 1,530 shares — an estimated $278K sold.

Northeast Investment Management first reported a position in BA in Q2 2013 and held it in 45 quarters. The position peaked at $1.34M in Q3 2019. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Northeast Investment Management reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Northeast Investment Management sold 1,530 Boeing shares in Q3 2024, an estimated $278K.
  • Northeast Investment Management first reported a position in Boeing in Q2 2013 and held it in 45 quarters.
  • Northeast Investment Management's Boeing position peaked at $1.34M in Q3 2019.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Northeast Investment Management's 13F filing for Q3 2024, filed 29 Oct 2024.