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Chesley Taft & Associates’s Boeing BA Stock Holding History

Chesley Taft & 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
Q1 		– Sell
-1,200
Closed -$313K – 313
2023
Q4 		$313K Buy
+1,200
New +$257K 0.02% 275
2020
Q1 		– Sell
-3,747
Closed -$1.22M – 248
2019
Q4 		$1.22M Hold
3,747
– – 0.09% 154
2019
Q3 		$1.43M Buy
3,747
+2,680
+251% +$958K 0.11% 134
2019
Q2 		$388K Sell
1,067
-75
-7% -$27.3K 0.03% 220
2019
Q1 		$435K Sell
1,142
-869
-43% -$335K 0.04% 215
2018
Q4 		$649K Sell
2,011
-260
-11% -$89.8K 0.06% 184
2018
Q3 		$845K Sell
2,271
-25
-1% -$8.78K 0.07% 180
2018
Q2 		$770K Sell
2,296
-125
-5% -$43K 0.07% 190
2018
Q1 		$794K Hold
2,421
– – 0.07% 180
2017
Q4 		$714K Sell
2,421
-145
-6% -$39.3K 0.06% 201
2017
Q3 		$652K Hold
2,566
– – 0.06% 203
2017
Q2 		$507K Buy
2,566
+500
+24% +$93.1K 0.05% 215
2017
Q1 		$365K Hold
2,066
– – 0.03% 235
2016
Q4 		$322K Buy
2,066
+200
+11% +$29.2K 0.03% 237
2016
Q3 		$246K Hold
1,866
– – 0.02% 238
2016
Q2 		$242K Sell
1,866
-1,000
-35% -$130K 0.02% 233
2016
Q1 		$364K Sell
2,866
-41
-1% -$5.09K 0.04% 213
2015
Q4 		$420K Buy
2,907
+25
+0.9% +$3.6K 0.04% 204
2015
Q3 		$377K Buy
2,882
+200
+7% +$27.7K 0.04% 196
2015
Q2 		$372K Buy
2,682
+375
+16% +$54.7K 0.04% 195
2015
Q1 		$346K Hold
2,307
– – 0.04% 201
2014
Q4 		$300K Buy
2,307
+506
+28% +$64.2K 0.03% 209
2014
Q3 		$229K Buy
1,801
+4
+0.2% +$504 0.02% 227
2014
Q2 		$229K Buy
1,797
+1
+0.1% +$131 0.02% 227
2014
Q1 		$225K Buy
1,796
+2
+0.1% +$261 0.02% 228
2013
Q4 		$245K Buy
1,794
+3
+0.2% +$390 0.02% 248
2013
Q3 		$210K Buy
+1,791
New +$193K 0.02% 250

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

Chesley Taft & Associates's BA Position: Q1 2024 in Review

Chesley Taft & Associates sold out of Boeing (BA) in Q1 2024, closing a stake of 1,200 shares — an estimated $313K sold.

Chesley Taft & Associates first reported a position in BA in Q3 2013 and held it in 27 quarters. The position peaked at $1.43M in Q3 2019. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Chesley Taft & Associates reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Chesley Taft & Associates sold 1,200 Boeing shares in Q1 2024, an estimated $313K.
  • Chesley Taft & Associates first reported a position in Boeing in Q3 2013 and held it in 27 quarters.
  • Chesley Taft & Associates's Boeing position peaked at $1.43M in Q3 2019.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Chesley Taft & Associates's 13F filing for Q1 2024, filed 16 Apr 2024.