CWH Capital Management’s Boeing BA Stock Holding History

CWH Capital Management’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
2020 Q4	–	Sell	-18,434	Closed	-$3.05M	–	94
2020 Q3	$3.05M	Sell	18,434 -305	-2%	-$52K	1.39%	25
2020 Q2	$3.44M	Sell	18,739 -17,050	-48%	-$2.62M	1.67%	21
2020 Q1	$5.34M	Buy	35,789 +18,436	+106%	+$5.05M	2.8%	16
2019 Q4	$5.65M	Buy	17,353 +6,110	+54%	+$2.16M	2.26%	19
2019 Q3	$4.28M	Buy	11,243 +10,613	+1,685%	+$3.79M	1.7%	21
2019 Q2	$229K	Hold	630	–	–	0.09%	47
2019 Q1	$240K	Hold	630	–	–	0.1%	48
2018 Q4	$203K	Hold	630	–	–	0.1%	48
2018 Q3	$234K	Hold	630	–	–	0.11%	46
2018 Q2	$211K	Buy	+630	New	+$217K	0.1%	46
2018 Q1	–	Sell	-680	Closed	-$201K	–	49
2017 Q4	$201K	Buy	+680	New	+$184K	0.09%	47
2017 Q3	–	Sell	-680	Closed	-$134K	–	50
2017 Q2	$134K	Buy	+680	New	+$127K	0.07%	52

Other funds holding BA

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWH Capital Management's BA Position: Q4 2020 in Review

CWH Capital Management sold out of Boeing (BA) in Q4 2020, closing a stake of 18,434 shares — an estimated $3.05M sold.

CWH Capital Management first reported a position in BA in Q2 2017 and held it in 12 quarters. The position peaked at $5.65M in Q4 2019. 2,040 funds tracked by Wall St. Rank hold BA as of Q4 2020.

CWH Capital Management reported no remaining Boeing position as of Q4 2020 after selling out during the quarter.
CWH Capital Management sold 18,434 Boeing shares in Q4 2020, an estimated $3.05M.
CWH Capital Management first reported a position in Boeing in Q2 2017 and held it in 12 quarters.
CWH Capital Management's Boeing position peaked at $5.65M in Q4 2019.
2,040 funds tracked by Wall St. Rank held Boeing as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.