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Seneca House Advisors’s Boeing BA Stock Holding History

Seneca House Advisors’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
Q3 		– Sell
-2,983
Closed -$715K – 90
2021
Q2 		$715K Sell
2,983
-444
-13% -$107K 0.46% 38
2021
Q1 		$873K Buy
3,427
+75
+2% +$16.7K 0.62% 30
2020
Q4 		$718K Sell
3,352
-210
-6% -$40.4K 0.52% 32
2020
Q3 		$589K Sell
3,562
-258
-7% -$44K 0.47% 39
2020
Q2 		$700K Buy
3,820
+134
+4% +$20.6K 0.59% 32
2020
Q1 		$549K Buy
3,686
+56
+2% +$15.3K 0.58% 35
2019
Q4 		$1.18M Sell
3,630
-185
-5% -$65.5K 1.02% 28
2019
Q3 		$1.45M Sell
3,815
-84
-2% -$30K 1.37% 24
2019
Q2 		$1.44M Sell
3,899
-54
-1% -$19.7K 1.32% 24
2019
Q1 		$1.51M Buy
3,953
+2,305
+140% +$887K 1.31% 21
2018
Q4 		$532K Buy
1,648
+924
+128% +$319K 0.5% 52
2018
Q3 		$269K Buy
724
+38
+6% +$13.3K 0.21% 86
2018
Q2 		$230K Buy
+686
New +$236K 0.19% 87

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Seneca House Advisors's BA Position: Q3 2021 in Review

Seneca House Advisors sold out of Boeing (BA) in Q3 2021, closing a stake of 2,983 shares — an estimated $715K sold.

Seneca House Advisors first reported a position in BA in Q2 2018 and held it in 13 quarters. The position peaked at $1.51M in Q1 2019. 2,055 funds tracked by Wall St. Rank hold BA as of Q3 2021.

  • Seneca House Advisors reported no remaining Boeing position as of Q3 2021 after selling out during the quarter.
  • Seneca House Advisors sold 2,983 Boeing shares in Q3 2021, an estimated $715K.
  • Seneca House Advisors first reported a position in Boeing in Q2 2018 and held it in 13 quarters.
  • Seneca House Advisors's Boeing position peaked at $1.51M in Q1 2019.
  • 2,055 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Seneca House Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.