Disciplined Investments’s Boeing BA Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-33	Closed	-$6.97K	–	240
2023 Q2	$6.97K	Buy	33 +12	+57%	+$2.49K	﹤0.01%	364
2023 Q1	$4.46K	Sell	21 -3	-13%	-$623	﹤0.01%	454
2022 Q4	$4.57K	Buy	24 +6	+33%	+$981	﹤0.01%	416
2022 Q3	$2K	Sell	18 -3	-14%	-$460	﹤0.01%	577
2022 Q2	$3K	Buy	21 +2	+11%	+$295	﹤0.01%	512
2022 Q1	$4K	Buy	+19	New	+$3.81K	﹤0.01%	483

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 World Investors Los Angeles, California $733B AUM 35.63% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Disciplined Investments's BA Position: Q3 2023 in Review

Disciplined Investments sold out of Boeing (BA) in Q3 2023, closing a stake of 33 shares — an estimated $6.97K sold.

Disciplined Investments first reported a position in BA in Q1 2022 and held it in 6 quarters. The position peaked at $6.97K in Q2 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

Disciplined Investments reported no remaining Boeing position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 33 Boeing shares in Q3 2023, an estimated $6.97K.
Disciplined Investments first reported a position in Boeing in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Boeing position peaked at $6.97K in Q2 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.