EWG Elevate’s Boeing BA Stock Holding History

EWG Elevate’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
2025 Q1	–	Sell	-4,790	Closed	-$848K	–	124
2024 Q4	$848K	Buy	+4,790	New	+$752K	0.26%	75
2024 Q1	–	Sell	-3,153	Closed	-$822K	–	126
2023 Q4	$822K	Sell	3,153 -794	-20%	-$170K	0.34%	57
2023 Q3	$756K	Buy	3,947 +1,299	+49%	+$284K	0.34%	54
2023 Q2	$559K	Buy	2,648 +201	+8%	+$41.8K	0.23%	61
2023 Q1	$520K	Buy	+2,447	New	+$508K	0.22%	61
2022 Q4	–	Sell	-2,336	Closed	-$283K	–	835
2022 Q3	$283K	Sell	2,336 -60	-3%	-$9.2K	0.16%	59
2022 Q2	$328K	Buy	2,396 +200	+9%	+$29.5K	0.16%	58
2022 Q1	$420K	Buy	2,196 +198	+10%	+$39.7K	0.16%	59
2021 Q4	$402K	Hold	1,998	–	–	0.2%	59
2021 Q3	$439K	Buy	1,998 +400	+25%	+$89.2K	0.18%	62
2021 Q2	$383K	Buy	1,598 +5	+0.3%	+$1.21K	0.15%	62
2021 Q1	$406K	Sell	1,593 -399	-20%	-$88.7K	0.18%	56
2020 Q4	$426K	Buy	+1,992	New	+$383K	0.2%	58
2020 Q2	–	Sell	-33,014	Closed	-$4.92M	–	60
2020 Q1	$4.92M	Buy	+33,014	New	+$9.04M	3.72%	9

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

EWG Elevate's BA Position: Q1 2025 in Review

EWG Elevate sold out of Boeing (BA) in Q1 2025, closing a stake of 4,790 shares — an estimated $848K sold.

EWG Elevate first reported a position in BA in Q1 2020 and held it in 14 quarters. The position peaked at $4.92M in Q1 2020. 2,124 funds tracked by Wall St. Rank hold BA as of Q1 2025.

EWG Elevate reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
EWG Elevate sold 4,790 Boeing shares in Q1 2025, an estimated $848K.
EWG Elevate first reported a position in Boeing in Q1 2020 and held it in 14 quarters.
EWG Elevate's Boeing position peaked at $4.92M in Q1 2020.
2,124 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on EWG Elevate's 13F filing for Q1 2025, filed 10 Apr 2025.