Echo Street Capital Management’s Boeing BA Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-6,177	Closed	-$1.18M	–	52
2023 Q3	$1.18M	Buy	6,177 +2,534	+70%	+$554K	0.01%	129
2023 Q2	$769K	Buy	+3,643	New	+$757K	0.01%	183
2022 Q4	–	Sell	-6,991	Closed	-$846K	–	496
2022 Q3	$846K	Buy	+6,991	New	+$1.07M	0.01%	178
2022 Q2	–	Sell	-2,576	Closed	-$493K	–	565
2022 Q1	$493K	Sell	2,576 -689	-21%	-$138K	﹤0.01%	403
2021 Q4	$657K	Sell	3,265 -1,386	-30%	-$293K	﹤0.01%	350
2021 Q3	$1.02M	Buy	+4,651	New	+$1.04M	0.01%	238
2020 Q3	–	Sell	-3,912	Closed	-$717K	–	135
2020 Q2	$717K	Buy	+3,912	New	+$601K	0.01%	308

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

Echo Street Capital Management's BA Position: Q4 2023 in Review

Echo Street Capital Management sold out of Boeing (BA) in Q4 2023, closing a stake of 6,177 shares — an estimated $1.18M sold.

Echo Street Capital Management first reported a position in BA in Q2 2020 and held it in 7 quarters. The position peaked at $1.18M in Q3 2023. 2,484 funds tracked by Wall St. Rank hold BA as of Q4 2023.

Echo Street Capital Management reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 6,177 Boeing shares in Q4 2023, an estimated $1.18M.
Echo Street Capital Management first reported a position in Boeing in Q2 2020 and held it in 7 quarters.
Echo Street Capital Management's Boeing position peaked at $1.18M in Q3 2023.
2,484 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.