Y-Intercept (HK)’s Boeing BA Stock Holding History

Y-Intercept (HK)’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
2026 Q3	–	Sell	-11,929	Closed	-$2.58M	–	1597
2026 Q2	$2.58M	Sell	11,929 -27,431	-70%	-$6.1M	0.05%	563
2026 Q1	$7.83M	Buy	+39,360	New	+$8.96M	0.15%	167
2025 Q3	–	Sell	-22,059	Closed	-$4.62M	–	1567
2025 Q2	$4.62M	Buy	+22,059	New	+$4.17M	0.11%	255
2024 Q1	–	Sell	-1,589	Closed	-$414K	–	1366
2023 Q4	$414K	Buy	+1,589	New	+$340K	0.04%	683
2023 Q3	–	Sell	-1,619	Closed	-$342K	–	1067
2023 Q2	$342K	Sell	1,619 -1,280	-44%	-$266K	0.04%	720
2023 Q1	$616K	Buy	+2,899	New	+$602K	0.07%	424
2022 Q2	–	Sell	-8,593	Closed	-$1.65M	–	857
2022 Q1	$1.65M	Buy	+8,593	New	+$1.72M	0.38%	47
2021 Q4	–	Sell	-3,878	Closed	-$853K	–	580
2021 Q3	$853K	Buy	+3,878	New	+$865K	0.16%	210
2021 Q2	–	Sell	-7,104	Closed	-$1.79M	–	624
2021 Q1	$1.79M	Buy	7,104 +3,399	+92%	+$755K	0.48%	35
2020 Q4	$803K	Buy	+3,705	New	+$712K	0.34%	67

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Y-Intercept (HK)'s BA Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Boeing (BA) in Q3 2026, closing a stake of 11,929 shares — an estimated $2.58M sold.

Y-Intercept (HK) first reported a position in BA in Q4 2020 and held it in 10 quarters. The position peaked at $7.83M in Q1 2026. 1,218 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Y-Intercept (HK) reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 11,929 Boeing shares in Q3 2026, an estimated $2.58M.
Y-Intercept (HK) first reported a position in Boeing in Q4 2020 and held it in 10 quarters.
Y-Intercept (HK)'s Boeing position peaked at $7.83M in Q1 2026.
1,218 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.