ZIM
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Zacks Investment Management’s Boeing BA Stock Holding History

Zacks Investment 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
2023
Q4 		– Sell
-1,077
Closed -$206K – 617
2023
Q3 		$206K Buy
+1,077
New +$236K ﹤0.01% 571
2022
Q3 		– Sell
-1,684
Closed -$230K – 580
2022
Q2 		$230K Sell
1,684
-37,140
-96% -$5.48M ﹤0.01% 526
2022
Q1 		$7.43M Buy
38,824
+2,288
+6% +$459K 0.1% 157
2021
Q4 		$7.36M Buy
36,536
+303
+0.8% +$64K 0.1% 162
2021
Q3 		$7.97M Buy
36,233
+799
+2% +$178K 0.13% 152
2021
Q2 		$8.49M Buy
35,434
+237
+0.7% +$57.3K 0.14% 141
2021
Q1 		$8.96M Buy
35,197
+1,552
+5% +$345K 0.16% 131
2020
Q4 		$7.2M Buy
33,645
+32,358
+2,514% +$6.22M 0.13% 135
2020
Q3 		$213K Sell
1,287
-10,479
-89% -$1.79M ﹤0.01% 482
2020
Q2 		$2.16M Buy
11,766
+1,866
+19% +$287K 0.05% 192
2020
Q1 		$1.48M Sell
9,900
-1,031
-9% -$282K 0.04% 235
2019
Q4 		$3.56M Sell
10,931
-8,916
-45% -$3.16M 0.07% 180
2019
Q3 		$7.55M Sell
19,847
-10,729
-35% -$3.84M 0.15% 122
2019
Q2 		$11.1M Sell
30,576
-669
-2% -$244K 0.23% 97
2019
Q1 		$11.9M Buy
31,245
+4,089
+15% +$1.57M 0.26% 90
2018
Q4 		$8.76M Sell
27,156
-1,702
-6% -$588K 0.21% 101
2018
Q3 		$10.7M Buy
28,858
+4,200
+17% +$1.48M 0.22% 95
2018
Q2 		$8.27M Buy
24,658
+229
+0.9% +$78.8K 0.18% 112
2018
Q1 		$8.01M Buy
24,429
+13,795
+130% +$4.66M 0.18% 116
2017
Q4 		$3.14M Buy
+10,634
New +$2.88M 0.07% 196
2015
Q1 		– Sell
-1,705
Closed -$222K – 622
2014
Q4 		$222K Sell
1,705
-268,265
-99% -$34M 0.01% 573
2014
Q3 		$34.3M Buy
269,970
+18,258
+7% +$2.3M 1.2% 18
2014
Q2 		$32M Buy
251,712
+12,683
+5% +$1.66M 1.14% 17
2014
Q1 		$30M Buy
239,029
+6,364
+3% +$829K 1.11% 19
2013
Q4 		$31.8M Buy
232,665
+14,168
+6% +$1.84M 1.25% 12
2013
Q3 		$25.7M Buy
218,497
+24,305
+13% +$2.62M 1.11% 12
2013
Q2 		$19.9M Buy
+194,192
New +$18.4M 0.91% 22

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Zacks Investment Management's BA Position: Q4 2023 in Review

Zacks Investment Management sold out of Boeing (BA) in Q4 2023, closing a stake of 1,077 shares — an estimated $206K sold.

Zacks Investment Management first reported a position in BA in Q2 2013 and held it in 27 quarters. The position peaked at $34.3M in Q3 2014. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

  • Zacks Investment Management reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 1,077 Boeing shares in Q4 2023, an estimated $206K.
  • Zacks Investment Management first reported a position in Boeing in Q2 2013 and held it in 27 quarters.
  • Zacks Investment Management's Boeing position peaked at $34.3M in Q3 2014.
  • 2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.