Resource Management’s Boeing BA Stock Holding History

Resource 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
2021 Q4	$1.54M	Buy	7,635 +1,095	+17%	+$231K	0.16%	47
2021 Q3	$1.44M	Sell	6,540 -1,868	-22%	-$417K	0.16%	45
2021 Q2	$2.01M	Buy	8,408 +401	+5%	+$96.9K	0.23%	33
2021 Q1	$2.04M	Buy	8,007 +589	+8%	+$131K	0.25%	34
2020 Q4	$1.59M	Buy	7,418 +1,858	+33%	+$357K	0.22%	39
2020 Q3	$919K	Sell	5,560 -215	-4%	-$36.6K	0.15%	57
2020 Q2	$1.06M	Sell	5,775 -486	-8%	-$74.7K	0.18%	45
2020 Q1	$934K	Buy	6,261 +1,210	+24%	+$331K	0.2%	44
2019 Q4	$1.65M	Sell	5,051 -20	-0.4%	-$7.08K	0.26%	35
2019 Q3	$1.93M	Sell	5,071 -141	-3%	-$50.4K	0.34%	27
2019 Q2	$1.9M	Buy	5,212 +56	+1%	+$20.4K	0.33%	27
2019 Q1	$1.97M	Buy	5,156 +585	+13%	+$225K	0.35%	25
2018 Q4	$1.47M	Buy	4,571 +183	+4%	+$63.2K	0.31%	33
2018 Q3	$1.63M	Buy	4,388 +202	+5%	+$71K	0.3%	27
2018 Q2	$1.4M	Sell	4,186 -215	-5%	-$74K	0.27%	31
2018 Q1	$1.44M	Sell	4,401 -42	-0.9%	-$14.2K	0.31%	30
2017 Q4	$1.52M	Buy	+4,443	New	+$1.2M	0.31%	29

Other funds holding BA

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Resource Management's BA Position: Q4 2021 in Review

Resource Management increased its Boeing (BA) stake by 17% in Q4 2021, buying an estimated $231K and bringing the position to 7,635 shares worth $1.54M. The position accounts for 0.16% of the portfolio, ranked #47.

Resource Management first reported a position in BA in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.04M in Q1 2021. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

Resource Management held 7,635 shares of Boeing worth $1.54M as of Q4 2021.
Resource Management bought 1,095 Boeing shares in Q4 2021, an estimated $231K.
Boeing made up 0.16% of Resource Management's portfolio in Q4 2021, its #47 holding.
Resource Management first reported a position in Boeing in Q4 2017 and has held it in 17 quarters since.
Resource Management's Boeing position peaked at $2.04M in Q1 2021.
2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.