SFM
BA icon

Systematic Financial Management’s Boeing BA Stock Holding History

Systematic Financial 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
2019
Q1 		– Sell
-3,046
Closed -$982K – 637
2018
Q4 		$982K Sell
3,046
-546
-15% -$189K 0.03% 489
2018
Q3 		$1.34M Sell
3,592
-93
-3% -$32.7K 0.03% 438
2018
Q2 		$1.24M Buy
+3,685
New +$1.27M 0.03% 502

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Systematic Financial Management's BA Position: Q1 2019 in Review

Systematic Financial Management sold out of Boeing (BA) in Q1 2019, closing a stake of 3,046 shares — an estimated $982K sold.

Systematic Financial Management first reported a position in BA in Q2 2018 and held it in 3 quarters. The position peaked at $1.34M in Q3 2018. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2019.

  • Systematic Financial Management reported no remaining Boeing position as of Q1 2019 after selling out during the quarter.
  • Systematic Financial Management sold 3,046 Boeing shares in Q1 2019, an estimated $982K.
  • Systematic Financial Management first reported a position in Boeing in Q2 2018 and held it in 3 quarters.
  • Systematic Financial Management's Boeing position peaked at $1.34M in Q3 2018.
  • 2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2019.

Based on Systematic Financial Management's 13F filing for Q1 2019, filed 3 May 2019.