Burleson & Co’s Boeing BA Stock Holding History

Burleson & Co’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
2021 Q3	–	Sell	-40,000	Closed	-$75K	–	360
2021 Q2	$75K	Buy	+40,000	New	+$9.67M	0.01%	171

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

Burleson & Co's BA Position: Q4 2022 in Review

Burleson & Co held its Boeing (BA) position steady in Q4 2022 at 631 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #148.

Burleson & Co first reported a position in BA in Q4 2017 and has held it in 21 quarters since. The position peaked at $26M in Q1 2021. 2,133 funds tracked by Wall St. Rank hold BA as of Q4 2022.

Burleson & Co held 631 shares of Boeing worth $120K as of Q4 2022.
Burleson & Co left its Boeing share count unchanged in Q4 2022.
Boeing made up 0.03% of Burleson & Co's portfolio in Q4 2022, its #148 holding.
Burleson & Co first reported a position in Boeing in Q4 2017 and has held it in 21 quarters since.
Burleson & Co's Boeing position peaked at $26M in Q1 2021.
2,133 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.