Almanack Investment Partners’s Boeing BA Stock Holding History

Almanack 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
2022 Q4	–	Sell	-643	Closed	-$78K	–	264
2022 Q3	$78K	Buy	+643	New	+$98.6K	0.02%	205
2022 Q1	–	Sell	-1,446	Closed	-$291K	–	505
2021 Q4	$291K	Sell	1,446 -51	-3%	-$10.8K	0.02%	381
2021 Q3	$329K	Buy	1,497 +497	+50%	+$111K	0.03%	348
2021 Q2	$240K	Sell	1,000 -158	-14%	-$38.2K	0.02%	370
2021 Q1	$295K	Sell	1,158 -206	-15%	-$45.8K	0.03%	316
2020 Q4	$292K	Buy	1,364 +14	+1%	+$2.69K	0.03%	288
2020 Q3	$255K	Buy	+1,350	New	+$230K	0.03%	328
2019 Q4	–	Sell	-579	Closed	-$220K	–	206
2019 Q3	$220K	Buy	579 +11	+2%	+$3.93K	0.04%	192
2019 Q2	$207K	Sell	568 -431	-43%	-$157K	0.05%	173
2019 Q1	$381K	Buy	999 +78	+8%	+$30K	0.11%	85
2018 Q4	$297K	Buy	921 +5	+0.5%	+$1.73K	0.09%	114
2018 Q3	$341K	Buy	916 +64	+8%	+$22.5K	0.09%	117
2018 Q2	$286K	Buy	852 +172	+25%	+$59.2K	0.13%	76
2018 Q1	$223K	Buy	+680	New	+$230K	0.09%	98

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Almanack Investment Partners's BA Position: Q4 2022 in Review

Almanack Investment Partners sold out of Boeing (BA) in Q4 2022, closing a stake of 643 shares — an estimated $78K sold.

Almanack Investment Partners first reported a position in BA in Q1 2018 and held it in 14 quarters. The position peaked at $381K in Q1 2019. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

Almanack Investment Partners reported no remaining Boeing position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 643 Boeing shares in Q4 2022, an estimated $78K.
Almanack Investment Partners first reported a position in Boeing in Q1 2018 and held it in 14 quarters.
Almanack Investment Partners's Boeing position peaked at $381K in Q1 2019.
2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.