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Sargent Bickham Lagudis’s Boeing BA Stock Holding History

Sargent Bickham Lagudis’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 		$283K Hold
1,485
– – 0.02% 234
2022
Q3 		$180K Hold
1,485
– – 0.02% 247
2022
Q2 		$203K Sell
1,485
-112
-7% -$16.5K 0.02% 250
2022
Q1 		$306K Hold
1,597
– – 0.02% 211
2021
Q4 		$322K Hold
1,597
– – 0.02% 198
2021
Q3 		$351K Sell
1,597
-1
-0.1% -$223 0.03% 196
2021
Q2 		$383K Sell
1,598
-7
-0.4% -$1.69K 0.03% 194
2021
Q1 		$409K Buy
1,605
+333
+26% +$74K 0.04% 176
2020
Q4 		$272K Buy
1,272
+123
+11% +$23.6K 0.03% 199
2020
Q3 		$190K Sell
1,149
-541
-32% -$92.2K 0.02% 222
2020
Q2 		$310K Sell
1,690
-4
-0.2% -$615 0.03% 172
2020
Q1 		$253K Buy
1,694
+211
+14% +$57.8K 0.03% 180
2019
Q4 		$483K Buy
1,483
+67
+5% +$23.7K 0.05% 146
2019
Q3 		$539K Buy
1,416
+117
+9% +$41.8K 0.07% 133
2019
Q2 		$473K Sell
1,299
-75
-5% -$27.3K 0.06% 144
2019
Q1 		$524K Sell
1,374
-53
-4% -$20.4K 0.06% 147
2018
Q4 		$460K Buy
1,427
+266
+23% +$91.9K 0.06% 141
2018
Q3 		$432K Sell
1,161
-106
-8% -$37.2K 0.05% 150
2018
Q2 		$425K Sell
1,267
-112
-8% -$38.5K 0.05% 146
2018
Q1 		$452K Buy
1,379
+209
+18% +$70.6K 0.06% 141
2017
Q4 		$345K Buy
1,170
+30
+3% +$8.12K 0.04% 165
2017
Q3 		$290K Buy
1,140
+20
+2% +$4.66K 0.04% 177
2017
Q2 		$221K Sell
1,120
-38
-3% -$7.07K 0.03% 197
2017
Q1 		$205K Hold
1,158
– – 0.03% 204
2016
Q4 		$180K Sell
1,158
-32
-3% -$4.67K 0.03% 209
2016
Q3 		$157 Sell
1,190
-100
-8% -$13.2K 0.02% 224
2016
Q2 		$168K Sell
1,290
-58
-4% -$7.56K 0.03% 220
2016
Q1 		$171K Buy
+1,348
New +$167K 0.03% 224

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sargent Bickham Lagudis's BA Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Boeing (BA) position steady in Q4 2022 at 1,485 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #234.

Sargent Bickham Lagudis first reported a position in BA in Q1 2016 and has held it in 28 quarters since. The position peaked at $539K in Q3 2019. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

  • Sargent Bickham Lagudis held 1,485 shares of Boeing worth $283K as of Q4 2022.
  • Sargent Bickham Lagudis left its Boeing share count unchanged in Q4 2022.
  • Boeing made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #234 holding.
  • Sargent Bickham Lagudis first reported a position in Boeing in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Boeing position peaked at $539K in Q3 2019.
  • 2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.