Dimension Capital Management’s Boeing BA Stock Holding History

Dimension 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
2024 Q1	–	Sell	-771	Closed	-$201K	–	116
2023 Q4	$201K	Buy	+771	New	+$165K	0.04%	104
2021 Q1	–	Sell	-965	Closed	-$207K	–	110
2020 Q4	$207K	Buy	+965	New	+$185K	0.06%	75
2020 Q1	–	Sell	-786	Closed	-$256K	–	88
2019 Q4	$256K	Sell	786 -29	-4%	-$10.3K	0.07%	86
2019 Q3	$310K	Hold	815	–	–	0.11%	79
2019 Q2	$297K	Buy	815 +11	+1%	+$4.01K	0.1%	85
2019 Q1	$307K	Sell	804 -9	-1%	-$3.46K	0.13%	77
2018 Q4	$262K	Buy	813 +13	+2%	+$4.49K	0.13%	74
2018 Q3	$298K	Hold	800	–	–	0.14%	75
2018 Q2	$268K	Sell	800 -8	-1%	-$2.75K	0.15%	72
2018 Q1	$265K	Sell	808 -138	-15%	-$46.6K	0.15%	77
2017 Q4	$279K	Buy	+946	New	+$256K	0.18%	74

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimension Capital Management's BA Position: Q1 2024 in Review

Dimension Capital Management sold out of Boeing (BA) in Q1 2024, closing a stake of 771 shares — an estimated $201K sold.

Dimension Capital Management first reported a position in BA in Q4 2017 and held it in 11 quarters. The position peaked at $310K in Q3 2019. 2,195 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Dimension Capital Management reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Dimension Capital Management sold 771 Boeing shares in Q1 2024, an estimated $201K.
Dimension Capital Management first reported a position in Boeing in Q4 2017 and held it in 11 quarters.
Dimension Capital Management's Boeing position peaked at $310K in Q3 2019.
2,195 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Dimension Capital Management's 13F filing for Q1 2024, filed 13 May 2024.