Psagot Value Holdings’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,050
| Closed | -$794K | – | 177 |
|
|
2023
Q4 | $794K | Buy |
3,050
+234
| +8% | +$50K | 0.35% | 62 |
|
|
2023
Q3 | $536K | Sell |
2,816
-8
| -0.3% | -$1.75K | 0.27% | 78 |
|
|
2023
Q2 | $598K | Sell |
2,824
-7,112
| -72% | -$1.48M | 0.3% | 67 |
|
|
2023
Q1 | $2.08M | Sell |
9,936
-7,214
| -42% | -$1.5M | 0.87% | 26 |
|
|
2022
Q4 | $3.27M | Buy |
17,150
+280
| +2% | +$45.8K | 0.96% | 32 |
|
|
2022
Q3 | $2.04M | Sell |
16,870
-1,720
| -9% | -$264K | 0.58% | 38 |
|
|
2022
Q2 | $2.54M | Buy |
18,590
+17,670
| +1,921% | +$2.61M | 0.59% | 41 |
|
|
2022
Q1 | $176K | Buy |
920
+270
| +42% | +$54.2K | 0.04% | 211 |
|
|
2021
Q4 | $131K | Sell |
650
-308
| -32% | -$65.1K | 0.03% | 251 |
|
|
2021
Q3 | $211K | Buy |
958
+220
| +30% | +$49.1K | 0.04% | 256 |
|
|
2021
Q2 | $177K | Buy |
738
+130
| +21% | +$31.4K | 0.01% | 306 |
|
|
2021
Q1 | $155K | Buy |
608
+229
| +60% | +$50.9K | ﹤0.01% | 285 |
|
|
2020
Q4 | $81K | Buy |
379
+40
| +12% | +$7.69K | ﹤0.01% | 286 |
|
|
2020
Q3 | $56K | Buy |
+339
| New | +$57.8K | ﹤0.01% | 321 |
|
|
2020
Q1 | – | Sell |
-12,634
| Closed | -$4.12M | – | 390 |
|
|
2019
Q4 | $4.12M | Buy |
+12,634
| New | +$4.47M | 0.14% | 104 |
|
|
2019
Q3 | – | Sell |
-15,988
| Closed | -$5.82M | – | 406 |
|
|
2019
Q2 | $5.82M | Buy |
15,988
+376
| +2% | +$137K | 0.24% | 82 |
|
|
2019
Q1 | $5.96M | Buy |
15,612
+310
| +2% | +$119K | 0.25% | 82 |
|
|
2018
Q4 | $4.93M | Buy |
+15,302
| New | +$5.29M | 0.23% | 89 |
|
|
2018
Q2 | – | Sell |
-11,894
| Closed | -$3.9M | – | 356 |
|
|
2018
Q1 | $3.9M | Buy |
+11,894
| New | +$4.02M | 0.17% | 82 |
|
|
2017
Q4 | – | Sell |
-21,941
| Closed | -$5.58M | – | 312 |
|
|
2017
Q3 | $5.58M | Buy |
+21,941
| New | +$5.11M | 0.24% | 68 |
|
|
2016
Q2 | – | Sell |
-74,172
| Closed | -$9.41M | – | 358 |
|
|
2016
Q1 | $9.41M | Sell |
74,172
-39,980
| -35% | -$4.96M | 0.39% | 55 |
|
|
2015
Q4 | $16.5M | Buy |
114,152
+86,891
| +319% | +$12.5M | 0.59% | 40 |
|
|
2015
Q3 | $3.57M | Buy |
27,261
+16,097
| +144% | +$2.23M | 0.13% | 104 |
|
|
2015
Q2 | $1.55M | Buy |
11,164
+9,859
| +755% | +$1.44M | 0.05% | 150 |
|
|
2015
Q1 | $196K | Hold |
1,305
| – | – | 0.01% | 240 |
|
|
2014
Q4 | $170K | Hold |
1,305
| – | – | 0.01% | 260 |
|
|
2014
Q3 | $166K | Buy |
1,305
+1,200
| +1,143% | +$151K | 0.01% | 240 |
|
|
2014
Q2 | $13K | Sell |
105
-59
| -36% | -$7.7K | ﹤0.01% | 378 |
|
|
2014
Q1 | $21K | Buy |
+164
| New | +$21.4K | ﹤0.01% | 432 |
|
Other funds holding BA
Psagot Value Holdings's BA Position: Q1 2024 in Review
Psagot Value Holdings sold out of Boeing (BA) in Q1 2024, closing a stake of 3,050 shares — an estimated $794K sold.
Psagot Value Holdings first reported a position in BA in Q1 2014 and held it in 29 quarters. The position peaked at $16.5M in Q4 2015. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.
- Psagot Value Holdings reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
- Psagot Value Holdings sold 3,050 Boeing shares in Q1 2024, an estimated $794K.
- Psagot Value Holdings first reported a position in Boeing in Q1 2014 and held it in 29 quarters.
- Psagot Value Holdings's Boeing position peaked at $16.5M in Q4 2015.
- 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.
Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.