Clean Yield Group’s Boeing BA Stock Holding History

Clean Yield Group’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
2023 Q1	–	Sell	-26	Closed	-$4.95K	–	429
2022 Q4	$4.95K	Hold	26	–	–	﹤0.01%	372
2022 Q3	$3K	Hold	26	–	–	﹤0.01%	378
2022 Q2	$4K	Hold	26	–	–	﹤0.01%	386
2022 Q1	$5K	Hold	26	–	–	﹤0.01%	399
2021 Q4	$5K	Hold	26	–	–	﹤0.01%	407
2021 Q3	$6K	Hold	26	–	–	﹤0.01%	414
2021 Q2	$6K	Buy	+26	New	+$6.29K	﹤0.01%	403
2021 Q1	–	Sell	-26	Closed	-$6K	–	170
2020 Q4	$6K	Sell	26 -26	-50%	-$5K	﹤0.01%	377
2020 Q3	$9K	Buy	+52	New	+$8.86K	﹤0.01%	309
2020 Q2	–	Sell	-425	Closed	-$63K	–	342
2020 Q1	$63K	Sell	425 -940	-69%	-$257K	0.03%	182
2019 Q4	$445K	Hold	1,365	–	–	0.14%	95
2019 Q3	$519K	Hold	1,365	–	–	0.17%	84
2019 Q2	$497K	Hold	1,365	–	–	0.18%	83
2019 Q1	$521K	Hold	1,365	–	–	0.21%	80
2018 Q4	$440K	Buy	+1,365	New	+$472K	0.19%	92

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

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

Clean Yield Group's BA Position: Q1 2023 in Review

Clean Yield Group sold out of Boeing (BA) in Q1 2023, closing a stake of 26 shares — an estimated $4.95K sold.

Clean Yield Group first reported a position in BA in Q4 2018 and held it in 15 quarters. The position peaked at $521K in Q1 2019. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Clean Yield Group reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
Clean Yield Group sold 26 Boeing shares in Q1 2023, an estimated $4.95K.
Clean Yield Group first reported a position in Boeing in Q4 2018 and held it in 15 quarters.
Clean Yield Group's Boeing position peaked at $521K in Q1 2019.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Clean Yield Group's 13F filing for Q1 2023, filed 26 Apr 2023.