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Dana Investment Advisors’s Boeing BA Stock Holding History

Dana Investment Advisors’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
-1,517
Closed -$395K – 529
2023
Q4 		$395K Buy
+1,517
New +$324K 0.02% 348
2021
Q2 		– Sell
-1,803
Closed -$459K – 319
2021
Q1 		$459K Buy
+1,803
New +$401K 0.02% 255
2019
Q1 		– Sell
-63,489
Closed -$20.5M – 279
2018
Q4 		$20.5M Sell
63,489
-5,579
-8% -$1.93M 1.04% 38
2018
Q3 		$25.7M Sell
69,068
-2,572
-4% -$904K 1.05% 39
2018
Q2 		$24M Sell
71,640
-11,669
-14% -$4.01M 1.05% 38
2018
Q1 		$27.3M Sell
83,309
-8,860
-10% -$2.99M 1.23% 33
2017
Q4 		$27.2M Sell
92,169
-7,449
-7% -$2.02M 1.18% 38
2017
Q3 		$25.3M Sell
99,618
-26,183
-21% -$6.1M 1.17% 39
2017
Q2 		$24.9M Sell
125,801
-9,921
-7% -$1.85M 1.17% 35
2017
Q1 		$24M Sell
135,722
-23,126
-15% -$3.94M 1.12% 37
2016
Q4 		$24.7M Sell
158,848
-24,975
-14% -$3.65M 1.17% 33
2016
Q3 		$24.2M Sell
183,823
-12,395
-6% -$1.63M 1.16% 37
2016
Q2 		$25.5M Buy
196,218
+7,387
+4% +$963K 1.13% 37
2016
Q1 		$24M Buy
188,831
+162,019
+604% +$20.1M 1.08% 39
2015
Q4 		$26.8K Sell
26,812
-178,655
-87% -$25.7M 1.3% 30
2015
Q3 		$26.9M Buy
205,467
+22,743
+12% +$3.15M 1.27% 32
2015
Q2 		$25.3M Sell
182,724
-202
-0.1% -$29.5K 1.19% 34
2015
Q1 		$27.5M Sell
182,926
-6,241
-3% -$909K 1.34% 30
2014
Q4 		$24.6M Buy
189,167
+22,935
+14% +$2.91M 0.99% 39
2014
Q3 		$21.2M Buy
166,232
+1,057
+0.6% +$133K 1.22% 38
2014
Q2 		$21M Buy
165,175
+2,773
+2% +$362K 1.23% 39
2014
Q1 		$20.4M Sell
162,402
-205
-0.1% -$26.7K 1.28% 31
2013
Q4 		$22.2M Buy
162,607
+18,473
+13% +$2.4M 1.43% 19
2013
Q3 		$16.9M Buy
144,134
+2,661
+2% +$287K 1.22% 37
2013
Q2 		$14.5M Buy
+141,473
New +$13.4M 1.1% 43

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

Dana Investment Advisors's BA Position: Q1 2024 in Review

Dana Investment Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 1,517 shares — an estimated $395K sold.

Dana Investment Advisors first reported a position in BA in Q2 2013 and held it in 25 quarters. The position peaked at $27.5M in Q1 2015. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Dana Investment Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Dana Investment Advisors sold 1,517 Boeing shares in Q1 2024, an estimated $395K.
  • Dana Investment Advisors first reported a position in Boeing in Q2 2013 and held it in 25 quarters.
  • Dana Investment Advisors's Boeing position peaked at $27.5M in Q1 2015.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Dana Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.