Carmichael Hill & Associates’s Boeing BA Stock Holding History

Carmichael Hill & Associates’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 Q3	–	Hold	0	–	–	–	199
2024 Q2	–	Hold	0	–	–	–	162
2024 Q1	–	Hold	0	–	–	–	157
2023 Q4	–	Hold	0	–	–	–	84
2023 Q3	–	Hold	0	–	–	–	101
2023 Q2	–	Hold	0	–	–	–	108
2023 Q1	–	Hold	0	–	–	–	119
2022 Q4	–	Hold	0	–	–	–	120
2022 Q3	–	Hold	0	–	–	–	157
2022 Q2	–	Sell	-1,700	Closed	-$251K	–	154
2022 Q1	$325K	Sell	1,700 -1,000	-37%	-$201K	0.15%	123
2021 Q4	$543K	Buy	2,700 +400	+17%	+$84.5K	0.24%	89
2021 Q3	$506K	Hold	2,300	–	–	0.25%	85
2021 Q2	$552K	Hold	2,300	–	–	0.28%	73
2021 Q1	$585K	Buy	2,300 +300	+15%	+$66.7K	0.32%	65
2020 Q4	$427K	Hold	2,000	–	–	0.25%	84
2020 Q3	$331K	Hold	2,000	–	–	0.22%	93
2020 Q2	$367K	Buy	2,000 +800	+67%	+$123K	0.27%	81
2020 Q1	$179K	Buy	+1,200	New	+$328K	0.16%	116
2018 Q1	–	Sell	-20	Closed	-$272K	–	119
2017 Q4	$272K	Buy	+20	New	+$5.41K	0.3%	86

Other funds holding BA

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carmichael Hill & Associates's BA Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Boeing (BA) stake by 3.2% in Q3 2024, buying an estimated $25.7K and bringing the position to 4,796 shares worth $729K. The position accounts for 0.26% of the portfolio, ranked #75.

Carmichael Hill & Associates first reported a position in BA in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.94M in Q1 2019. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Carmichael Hill & Associates held 4,796 shares of Boeing worth $729K as of Q3 2024.
Carmichael Hill & Associates bought 150 Boeing shares in Q3 2024, an estimated $25.7K.
Boeing made up 0.26% of Carmichael Hill & Associates's portfolio in Q3 2024, its #75 holding.
Carmichael Hill & Associates first reported a position in Boeing in Q4 2017 and has held it in 28 quarters since.
Carmichael Hill & Associates's Boeing position peaked at $1.94M in Q1 2019.
1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.