Sustainable Insight Capital Management’s Boeing BA Stock Holding History

Sustainable Insight Capital 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	–	Sell	-1,279	Closed	-$200K	–	102
2022 Q2	$200K	Sell	1,279 -53	-4%	-$7.82K	0.2%	118
2022 Q1	$255K	Buy	+1,332	New	+$267K	0.18%	91
2021 Q2	–	Sell	-978	Closed	-$249K	–	127
2021 Q1	$249K	Hold	978	–	–	0.17%	95
2020 Q4	$209K	Buy	+978	New	+$188K	0.14%	104
2019 Q4	–	Sell	-678	Closed	-$258K	–	61
2019 Q3	$258K	Hold	678	–	–	0.3%	34
2019 Q2	$247K	Buy	678 +153	+29%	+$55.8K	0.29%	41
2019 Q1	$200K	Buy	+525	New	+$202K	0.26%	80

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sustainable Insight Capital Management's BA Position: Q3 2022 in Review

Sustainable Insight Capital Management sold out of Boeing (BA) in Q3 2022, closing a stake of 1,279 shares — an estimated $200K sold.

Sustainable Insight Capital Management first reported a position in BA in Q1 2019 and held it in 7 quarters. The position peaked at $258K in Q3 2019. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

Sustainable Insight Capital Management reported no remaining Boeing position as of Q3 2022 after selling out during the quarter.
Sustainable Insight Capital Management sold 1,279 Boeing shares in Q3 2022, an estimated $200K.
Sustainable Insight Capital Management first reported a position in Boeing in Q1 2019 and held it in 7 quarters.
Sustainable Insight Capital Management's Boeing position peaked at $258K in Q3 2019.
1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Sustainable Insight Capital Management's 13F filing for Q3 2022, filed 4 Nov 2022.