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Camelot Portfolios’s Boeing BA Stock Holding History

Camelot Portfolios’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
2024
Q1 		– Sell
-972
Closed -$253K – 143
2023
Q4 		$253K Buy
+972
New +$208K 0.15% 156
2018
Q3 		– Sell
-1,529
Closed -$513K – 213
2018
Q2 		$513K Sell
1,529
-300
-16% -$103K 0.22% 114
2018
Q1 		$600K Sell
1,829
-2,271
-55% -$767K 0.28% 96
2017
Q4 		$1.21M Hold
4,100
– – 0.57% 53
2017
Q3 		$1.04M Hold
4,100
– – 0.5% 54
2017
Q2 		$811K Sell
4,100
-990
-19% -$184K 0.4% 67
2017
Q1 		$900K Hold
5,090
– – 0.44% 62
2016
Q4 		$792K Buy
5,090
+40
+0.8% +$5.84K 0.41% 65
2016
Q3 		$665K Buy
5,050
+2,900
+135% +$382K 0.36% 78
2016
Q2 		$279K Buy
2,150
+386
+22% +$50.3K 0.16% 114
2016
Q1 		$224K Buy
+1,764
New +$219K 0.14% 129

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Camelot Portfolios's BA Position: Q1 2024 in Review

Camelot Portfolios sold out of Boeing (BA) in Q1 2024, closing a stake of 972 shares — an estimated $253K sold.

Camelot Portfolios first reported a position in BA in Q1 2016 and held it in 11 quarters. The position peaked at $1.21M in Q4 2017. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Camelot Portfolios reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Camelot Portfolios sold 972 Boeing shares in Q1 2024, an estimated $253K.
  • Camelot Portfolios first reported a position in Boeing in Q1 2016 and held it in 11 quarters.
  • Camelot Portfolios's Boeing position peaked at $1.21M in Q4 2017.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Camelot Portfolios's 13F filing for Q1 2024, filed 8 May 2024.