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Strategic Asset Management’s Boeing BA Stock Holding History

Strategic 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
2022
Q3 		$17K Hold
143
– – 0.03% 270
2022
Q2 		$20K Hold
143
– – 0.03% 270
2022
Q1 		$27K Buy
143
+5
+4% +$1K 0.04% 238
2021
Q4 		$28K Buy
138
+70
+103% +$14.8K 0.04% 231
2021
Q3 		$15K Buy
+68
New +$15.2K 0.02% 287

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Asset Management's BA Position: Q3 2022 in Review

Strategic Asset Management held its Boeing (BA) position steady in Q3 2022 at 143 shares worth $17K. The position accounts for 0.03% of the portfolio, ranked #270.

Strategic Asset Management first reported a position in BA in Q3 2021 and has held it in 5 quarters since. The position peaked at $28K in Q4 2021. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

  • Strategic Asset Management held 143 shares of Boeing worth $17K as of Q3 2022.
  • Strategic Asset Management left its Boeing share count unchanged in Q3 2022.
  • Boeing made up 0.03% of Strategic Asset Management's portfolio in Q3 2022, its #270 holding.
  • Strategic Asset Management first reported a position in Boeing in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Boeing position peaked at $28K in Q4 2021.
  • 1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.