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Crumly & Associates’s Boeing BA Stock Holding History

Crumly & 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
Q4 		– Sell
-7,554
Closed -$1.15M – 156
2024
Q3 		$1.15M Sell
7,554
-76
-1% -$13K 0.32% 60
2024
Q2 		$1.39M Buy
7,630
+651
+9% +$116K 0.4% 50
2024
Q1 		$1.35M Hold
6,979
– – 0.35% 52
2023
Q4 		$1.82M Sell
6,979
-1,385
-17% -$296K 0.53% 44
2023
Q3 		$1.6M Sell
8,364
-238
-3% -$52.1K 0.63% 40
2023
Q2 		$1.82M Sell
8,602
-24
-0.3% -$4.99K 0.73% 39
2023
Q1 		$1.83M Sell
8,626
-206
-2% -$42.8K 0.8% 34
2022
Q4 		$1.68M Sell
8,832
-151
-2% -$24.7K 0.63% 28
2022
Q3 		$1.09M Buy
8,983
+2,876
+47% +$441K 0.45% 36
2022
Q2 		$835K Buy
6,107
+2,893
+90% +$427K 0.35% 42
2022
Q1 		$615K Buy
3,214
+539
+20% +$108K 0.23% 66
2021
Q4 		$552K Buy
2,675
+470
+21% +$99.3K 0.22% 70
2021
Q3 		$485K Sell
2,205
-151
-6% -$33.7K 0.23% 74
2021
Q2 		$564K Buy
2,356
+462
+24% +$112K 0.27% 58
2021
Q1 		$482K Sell
1,894
-806
-30% -$179K 0.28% 50
2020
Q4 		$556K Buy
2,700
+1,248
+86% +$240K 0.39% 38
2020
Q3 		$240K Sell
1,452
-71
-5% -$12.1K 0.21% 47
2020
Q2 		$279K Buy
+1,523
New +$234K 0.26% 38

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Crumly & Associates's BA Position: Q4 2024 in Review

Crumly & Associates sold out of Boeing (BA) in Q4 2024, closing a stake of 7,554 shares — an estimated $1.15M sold.

Crumly & Associates first reported a position in BA in Q2 2020 and held it in 18 quarters. The position peaked at $1.83M in Q1 2023. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Crumly & Associates reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
  • Crumly & Associates sold 7,554 Boeing shares in Q4 2024, an estimated $1.15M.
  • Crumly & Associates first reported a position in Boeing in Q2 2020 and held it in 18 quarters.
  • Crumly & Associates's Boeing position peaked at $1.83M in Q1 2023.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Crumly & Associates's 13F filing for Q4 2024, filed 3 Feb 2025.