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AVAV · BA in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AVAV
  • BA
010203040202120222023202420252026
Holders and value by quarter
QuarterAVAVBA
Q3 20204 holders, $71m20 holders, $5.1bn
Q4 20203 holders, $117m26 holders, $5.8bn
Q1 20214 holders, $177m26 holders, $7.7bn
Q2 20214 holders, $139m25 holders, $7.7bn
Q3 20213 holders, $156m22 holders, $6.5bn
Q4 20213 holders, $115m19 holders, $5.7bn
Q1 20224 holders, $193m23 holders, $6.2bn
Q2 20222 holders, $155m22 holders, $6.1bn
Q3 20222 holders, $123m17 holders, $5.5bn
Q4 20222 holders, $120m24 holders, $10.9bn
Q1 20233 holders, $125m29 holders, $14.1bn
Q2 20233 holders, $143m31 holders, $14.6bn
Q3 20233 holders, $150m32 holders, $13.5bn
Q4 20233 holders, $150m31 holders, $21.1bn
Q1 20242 holders, $169m21 holders, $14.9bn
Q2 20244 holders, $430m20 holders, $16.7bn
Q3 20244 holders, $545m20 holders, $13.9bn
Q4 20242 holders, $369m31 holders, $28.0bn
Q1 20255 holders, $332m30 holders, $26.5bn
Q2 20255 holders, $789m32 holders, $32.3bn
Q3 20256 holders, $1.2bn33 holders, $30.6bn
Q4 202511 holders, $963m34 holders, $29.2bn
Q1 20266 holders, $351m31 holders, $26.7bn
Q2 20263 holders, $264m25 holders, $31.0bn
AVAV

Aerovironment Inc

Holders
4
Reported value
$430m
Buyers
3
Sellers
1

Breadth +2 among 94 comparable managers.

BA

Boeing Co

Holders
20
Reported value
$16.7bn
Buyers
13
Sellers
9

Breadth +4 among 94 comparable managers.

Who holds both, Q2 2024

Among the 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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