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Oak Ridge Investments’s Boeing BA Stock Holding History

Oak Ridge Investments’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
2020
Q1 		– Sell
-1,509
Closed -$492K – 168
2019
Q4 		$492K Sell
1,509
-238
-14% -$84.3K 0.04% 166
2019
Q3 		$664K Hold
1,747
– – 0.05% 153
2019
Q2 		$636K Sell
1,747
-6
-0.3% -$2.19K 0.04% 155
2019
Q1 		$669K Hold
1,753
– – 0.04% 151
2018
Q4 		$565K Hold
1,753
– – 0.04% 152
2018
Q3 		$652K Buy
1,753
+115
+7% +$40.4K 0.04% 147
2018
Q2 		$550K Sell
1,638
-1,372
-46% -$472K 0.03% 146
2018
Q1 		$987K Sell
3,010
-28
-0.9% -$9.46K 0.05% 139
2017
Q4 		$896K Hold
3,038
– – 0.04% 142
2017
Q3 		$772K Buy
3,038
+1,614
+113% +$376K 0.03% 137
2017
Q2 		$282K Buy
+1,424
New +$265K 0.01% 146
2017
Q1 		– Sell
-1,424
Closed -$222K – 144
2016
Q4 		$222K Sell
1,424
-586
-29% -$85.6K 0.01% 143
2016
Q3 		$265K Buy
2,010
+3
+0.1% +$395 0.01% 135
2016
Q2 		$261K Sell
2,007
-5
-0.2% -$652 0.01% 134
2016
Q1 		$255K Sell
2,012
-42
-2% -$5.21K 0.01% 130
2015
Q4 		$297K Hold
2,054
– – 0.01% 134
2015
Q3 		$269K Buy
2,054
+3
+0.1% +$416 0.01% 135
2015
Q2 		$285K Buy
2,051
+7
+0.3% +$1.02K 0.01% 136
2015
Q1 		$307K Buy
2,044
+8
+0.4% +$1.17K 0.01% 135
2014
Q4 		$265K Sell
2,036
-14
-0.7% -$1.77K 0.01% 138
2014
Q3 		$261K Hold
2,050
– – 0.01% 132
2014
Q2 		$261K Hold
2,050
– – 0.01% 133
2014
Q1 		$257K Hold
2,050
– – 0.01% 135
2013
Q4 		$280K Buy
2,050
+10
+0.5% +$1.3K 0.01% 126
2013
Q3 		$240K Buy
+2,040
New +$220K 0.01% 125

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Oak Ridge Investments's BA Position: Q1 2020 in Review

Oak Ridge Investments sold out of Boeing (BA) in Q1 2020, closing a stake of 1,509 shares — an estimated $492K sold.

Oak Ridge Investments first reported a position in BA in Q3 2013 and held it in 25 quarters. The position peaked at $987K in Q1 2018. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Oak Ridge Investments reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Oak Ridge Investments sold 1,509 Boeing shares in Q1 2020, an estimated $492K.
  • Oak Ridge Investments first reported a position in Boeing in Q3 2013 and held it in 25 quarters.
  • Oak Ridge Investments's Boeing position peaked at $987K in Q1 2018.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Oak Ridge Investments's 13F filing for Q1 2020, filed 13 May 2020.