Burgundy Asset Management’s Boeing BA Stock Holding History

Burgundy Asset 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
2025 Q3	$19.9M	Hold	85,000	–	–	0.19%	81
2025 Q2	$17.8M	Hold	85,000	–	–	0.17%	80
2025 Q1	$14.5M	Hold	85,000	–	–	0.15%	81
2024 Q4	$15M	Buy	85,000 +35,000	+70%	+$5.49M	0.15%	81
2024 Q3	$7.6M	Hold	50,000	–	–	0.08%	88
2024 Q2	$9.1M	Hold	50,000	–	–	0.1%	82
2024 Q1	$9.65M	Buy	50,000 +15,000	+43%	+$3.08M	0.1%	82
2023 Q4	$9.12M	Hold	35,000	–	–	0.1%	84
2023 Q3	$6.71M	Hold	35,000	–	–	0.08%	86
2023 Q2	$7.39M	Hold	35,000	–	–	0.09%	85
2023 Q1	$7.43M	Hold	35,000	–	–	0.09%	85
2022 Q4	$6.67M	Hold	35,000	–	–	0.09%	84
2022 Q3	$4.24M	Hold	35,000	–	–	0.06%	84
2022 Q2	$4.79M	Buy	35,000 +10,000	+40%	+$1.48M	0.06%	83
2022 Q1	$4.79M	Buy	25,000 +10,000	+67%	+$2.01M	0.05%	82
2021 Q4	$3.02M	Hold	15,000	–	–	0.03%	83
2021 Q3	$3.3M	Hold	15,000	–	–	0.03%	87
2021 Q2	$3.59M	Hold	15,000	–	–	0.04%	87
2021 Q1	$3.82M	Buy	15,000 +5,000	+50%	+$1.11M	0.04%	86
2020 Q4	$2.14M	Hold	10,000	–	–	0.02%	87
2020 Q3	$1.65M	Hold	10,000	–	–	0.02%	84
2020 Q2	$1.83M	Hold	10,000	–	–	0.02%	86
2020 Q1	$1.49M	Buy	+10,000	New	+$2.74M	0.02%	84

Other funds holding BA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Capital Research Global Investors

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

Loomis, Sayles & Company

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return