Coyle Financial Counsel’s Boeing BA Stock Holding History

Coyle Financial Counsel’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	–	Sell	-1,052	Closed	-$203K	–	71
2024 Q2	$203K	Hold	1,052	–	–	0.07%	67
2024 Q1	$203K	Sell	1,052 -25	-2%	-$5.14K	0.07%	67
2023 Q4	$281K	Hold	1,077	–	–	0.11%	56
2023 Q3	$206K	Sell	1,077 -5	-0.5%	-$1.09K	0.09%	62
2023 Q2	$228K	Buy	1,082 +5	+0.5%	+$1.04K	0.1%	58
2023 Q1	$229K	Sell	1,077 -83	-7%	-$17.2K	0.11%	58
2022 Q4	$221K	Buy	+1,160	New	+$190K	0.11%	57
2022 Q2	–	Sell	-1,050	Closed	-$201K	–	62
2022 Q1	$201K	Hold	1,050	–	–	0.11%	70
2021 Q4	$211K	Sell	1,050 -410	-28%	-$86.6K	0.12%	66
2021 Q3	$321K	Buy	+1,460	New	+$326K	0.19%	56
2018 Q3	–	Sell	-493	Closed	-$165K	–	56
2018 Q2	$165K	Buy	+493	New	+$170K	0.15%	47

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

Coyle Financial Counsel's BA Position: Q3 2024 in Review

Coyle Financial Counsel sold out of Boeing (BA) in Q3 2024, closing a stake of 1,052 shares — an estimated $203K sold.

Coyle Financial Counsel first reported a position in BA in Q2 2018 and held it in 11 quarters. The position peaked at $321K in Q3 2021. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Coyle Financial Counsel reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
Coyle Financial Counsel sold 1,052 Boeing shares in Q3 2024, an estimated $203K.
Coyle Financial Counsel first reported a position in Boeing in Q2 2018 and held it in 11 quarters.
Coyle Financial Counsel's Boeing position peaked at $321K in Q3 2021.
1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Coyle Financial Counsel's 13F filing for Q3 2024, filed 12 Nov 2024.