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Wellesley Investment Partners’s Boeing BA Stock Holding History

Wellesley Investment Partners’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
2020
Q2 		– Sell
-2,243
Closed -$334K – 103
2020
Q1 		$334K Sell
2,243
-173
-7% -$47.4K 0.13% 75
2019
Q4 		$787K Buy
2,416
+23
+1% +$8.14K 0.24% 56
2019
Q3 		$911K Buy
2,393
+79
+3% +$28.2K 0.3% 43
2019
Q2 		$842K Sell
2,314
-1,595
-41% -$582K 0.29% 45
2019
Q1 		$1.49M Sell
3,909
-1,062
-21% -$409K 0.51% 23
2018
Q4 		$1.6M Sell
4,971
-59
-1% -$20.4K 0.57% 22
2018
Q3 		$1.87M Sell
5,030
-39
-0.8% -$13.7K 0.61% 21
2018
Q2 		$1.7M Buy
5,069
+151
+3% +$51.9K 0.59% 23
2018
Q1 		$1.61M Sell
4,918
-344
-7% -$116K 0.58% 23
2017
Q4 		$1.55M Buy
5,262
+59
+1% +$16K 0.59% 22
2017
Q3 		$1.32M Sell
5,203
-799
-13% -$186K 0.54% 23
2017
Q2 		$1.19M Sell
6,002
-23
-0.4% -$4.28K 0.5% 28
2017
Q1 		$1.06M Sell
6,025
-360
-6% -$61.3K 0.47% 30
2016
Q4 		$994K Buy
6,385
+63
+1% +$9.2K 0.48% 28
2016
Q3 		$832K Buy
6,322
+660
+12% +$86.9K 0.43% 33
2016
Q2 		$735K Buy
5,662
+274
+5% +$35.7K 0.4% 37
2016
Q1 		$684K Buy
5,388
+568
+12% +$70.5K 0.41% 38
2015
Q4 		$697K Buy
+4,820
New +$694K 0.48% 28

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellesley Investment Partners's BA Position: Q2 2020 in Review

Wellesley Investment Partners sold out of Boeing (BA) in Q2 2020, closing a stake of 2,243 shares — an estimated $334K sold.

Wellesley Investment Partners first reported a position in BA in Q4 2015 and held it in 18 quarters. The position peaked at $1.87M in Q3 2018. 1,807 funds tracked by Wall St. Rank hold BA as of Q2 2020.

  • Wellesley Investment Partners reported no remaining Boeing position as of Q2 2020 after selling out during the quarter.
  • Wellesley Investment Partners sold 2,243 Boeing shares in Q2 2020, an estimated $334K.
  • Wellesley Investment Partners first reported a position in Boeing in Q4 2015 and held it in 18 quarters.
  • Wellesley Investment Partners's Boeing position peaked at $1.87M in Q3 2018.
  • 1,807 funds tracked by Wall St. Rank held Boeing as of Q2 2020.

Based on Wellesley Investment Partners's 13F filing for Q2 2020, filed 12 Aug 2020.