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Edge Capital Group’s Boeing BA Stock Holding History

Edge Capital Group’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
Q4 		$549K Buy
3,099
+384
+14% +$60.3K 0.02% 206
2024
Q3 		$413K Sell
2,715
-94
-3% -$16.1K 0.02% 229
2024
Q2 		$511K Sell
2,809
-763
-21% -$136K 0.02% 212
2024
Q1 		$689K Sell
3,572
-32
-0.9% -$6.58K 0.03% 191
2023
Q4 		$939K Buy
3,604
+1,200
+50% +$257K 0.05% 171
2023
Q3 		$461K Hold
2,404
– – 0.03% 196
2023
Q2 		$508K Hold
2,404
– – 0.03% 213
2023
Q1 		$511K Sell
2,404
-600
-20% -$125K 0.03% 206
2022
Q4 		$572K Buy
3,004
+58
+2% +$9.49K 0.04% 176
2022
Q3 		$357K Sell
2,946
-199
-6% -$30.5K 0.03% 215
2022
Q2 		$430K Sell
3,145
-25
-0.8% -$3.69K 0.04% 203
2022
Q1 		$607K Sell
3,170
-55
-2% -$11K 0.04% 183
2021
Q4 		$649K Sell
3,225
-267
-8% -$56.4K 0.05% 175
2021
Q3 		$768K Sell
3,492
-703
-17% -$157K 0.06% 152
2021
Q2 		$1.01M Sell
4,195
-128
-3% -$30.9K 0.08% 143
2021
Q1 		$1.1M Buy
4,323
+379
+10% +$84.2K 0.09% 127
2020
Q4 		$844K Buy
3,944
+850
+27% +$163K 0.07% 142
2020
Q3 		$511K Buy
3,094
+180
+6% +$30.7K 0.05% 158
2020
Q2 		$534K Buy
2,914
+560
+24% +$86.1K 0.06% 148
2020
Q1 		$351K Sell
2,354
-1,988
-46% -$544K 0.04% 166
2019
Q4 		$1.41M Buy
4,342
+1,628
+60% +$576K 0.14% 102
2019
Q3 		$1.03M Sell
2,714
-567
-17% -$203K 0.1% 120
2019
Q2 		$1.19M Buy
3,281
+567
+21% +$207K 0.11% 112
2019
Q1 		$1.03M Buy
2,714
+282
+12% +$109K 0.1% 114
2018
Q4 		$784K Buy
+2,432
New +$840K 0.09% 125

Other funds holding BA

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Edge Capital Group's BA Position: Q4 2024 in Review

Edge Capital Group increased its Boeing (BA) stake by 14% in Q4 2024, buying an estimated $60.3K and bringing the position to 3,099 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #206.

Edge Capital Group first reported a position in BA in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.41M in Q4 2019. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Edge Capital Group held 3,099 shares of Boeing worth $549K as of Q4 2024.
  • Edge Capital Group bought 384 Boeing shares in Q4 2024, an estimated $60.3K.
  • Boeing made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #206 holding.
  • Edge Capital Group first reported a position in Boeing in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Boeing position peaked at $1.41M in Q4 2019.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.