Donoghue Forlines’s Boeing BA Stock Holding History

Donoghue Forlines’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 Q4	–	Sell	-2,568	Closed	-$492K	–	221
2023 Q3	$492K	Buy	+2,568	New	+$562K	0.18%	161
2019 Q2	–	Sell	-6,298	Closed	-$2.4M	–	163
2019 Q1	$2.4M	Buy	+6,298	New	+$2.42M	0.24%	71
2018 Q2	–	Sell	-7,372	Closed	-$2.42M	–	155
2018 Q1	$2.42M	Buy	+7,372	New	+$2.49M	0.21%	82
2017 Q4	–	Sell	-9,406	Closed	-$2.39M	–	118
2017 Q3	$2.39M	Buy	+9,406	New	+$2.19M	0.25%	58

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Donoghue Forlines's BA Position: Q4 2023 in Review

Donoghue Forlines sold out of Boeing (BA) in Q4 2023, closing a stake of 2,568 shares — an estimated $492K sold.

Donoghue Forlines first reported a position in BA in Q3 2017 and held it in 4 quarters. The position peaked at $2.42M in Q1 2018. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

Donoghue Forlines reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
Donoghue Forlines sold 2,568 Boeing shares in Q4 2023, an estimated $492K.
Donoghue Forlines first reported a position in Boeing in Q3 2017 and held it in 4 quarters.
Donoghue Forlines's Boeing position peaked at $2.42M in Q1 2018.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Donoghue Forlines's 13F filing for Q4 2023, filed 7 Feb 2024.