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Donor Advised Charitable Giving’s Boeing BA Stock Holding History

Donor Advised Charitable Giving’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
2021
Q3 		– Sell
-21,833
Closed -$5.23M – 56
2021
Q2 		$5.23M Sell
21,833
-20,064
-48% -$4.85M 0.59% 54
2021
Q1 		$10.7M Buy
41,897
+15,098
+56% +$3.36M 1.1% 17
2020
Q4 		$5.74M Buy
26,799
+25,566
+2,073% +$4.91M 0.78% 50
2020
Q3 		$204K Buy
+1,233
New +$210K 0.06% 61

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Donor Advised Charitable Giving's BA Position: Q3 2021 in Review

Donor Advised Charitable Giving sold out of Boeing (BA) in Q3 2021, closing a stake of 21,833 shares — an estimated $5.23M sold.

Donor Advised Charitable Giving first reported a position in BA in Q3 2020 and held it in 4 quarters. The position peaked at $10.7M in Q1 2021. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.

  • Donor Advised Charitable Giving reported no remaining Boeing position as of Q3 2021 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 21,833 Boeing shares in Q3 2021, an estimated $5.23M.
  • Donor Advised Charitable Giving first reported a position in Boeing in Q3 2020 and held it in 4 quarters.
  • Donor Advised Charitable Giving's Boeing position peaked at $10.7M in Q1 2021.
  • 2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Donor Advised Charitable Giving's 13F filing for Q3 2021, filed 14 Oct 2021.