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Spouting Rock Asset Management’s Boeing BA Stock Holding History

Spouting Rock Asset 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
2023
Q4 		– Sell
-2,453
Closed -$470K – 125
2023
Q3 		$470K Hold
2,453
– – 0.15% 94
2023
Q2 		$518K Sell
2,453
-34
-1% -$7.06K 0.19% 95
2023
Q1 		$528K Buy
+2,487
New +$517K 0.19% 99

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Spouting Rock Asset Management's BA Position: Q4 2023 in Review

Spouting Rock Asset Management sold out of Boeing (BA) in Q4 2023, closing a stake of 2,453 shares — an estimated $470K sold.

Spouting Rock Asset Management first reported a position in BA in Q1 2023 and held it in 3 quarters. The position peaked at $528K in Q1 2023. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

  • Spouting Rock Asset Management reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
  • Spouting Rock Asset Management sold 2,453 Boeing shares in Q4 2023, an estimated $470K.
  • Spouting Rock Asset Management first reported a position in Boeing in Q1 2023 and held it in 3 quarters.
  • Spouting Rock Asset Management's Boeing position peaked at $528K in Q1 2023.
  • 2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Spouting Rock Asset Management's 13F filing for Q4 2023, filed 16 Feb 2024.