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Exchange Capital Management’s Boeing BA Stock Holding History

Exchange 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
2024
Q1 		– Sell
-795
Closed -$207K – 189
2023
Q4 		$207K Buy
+795
New +$170K 0.04% 179
2020
Q1 		– Sell
-1,212
Closed -$395K – 141
2019
Q4 		$395K Sell
1,212
-65
-5% -$23K 0.1% 130
2019
Q3 		$486K Hold
1,277
– – 0.13% 119
2019
Q2 		$465K Sell
1,277
-37
-3% -$13.5K 0.13% 113
2019
Q1 		$501K Sell
1,314
-41
-3% -$15.8K 0.14% 114
2018
Q4 		$437K Buy
1,355
+8
+0.6% +$2.76K 0.14% 115
2018
Q3 		$501K Sell
1,347
-14
-1% -$4.92K 0.15% 111
2018
Q2 		$457K Sell
1,361
-245
-15% -$84.3K 0.14% 116
2018
Q1 		$527K Sell
1,606
-2,152
-57% -$727K 0.17% 108
2017
Q4 		$1.11M Sell
3,758
-140
-4% -$37.9K 0.35% 75
2017
Q3 		$991K Sell
3,898
-3,204
-45% -$747K 0.33% 72
2017
Q2 		$1.4M Buy
7,102
+2,532
+55% +$471K 0.47% 62
2017
Q1 		$808K Buy
4,570
+887
+24% +$151K 0.29% 63
2016
Q4 		$573K Buy
3,683
+739
+25% +$108K 0.22% 67
2016
Q3 		$388K Buy
2,944
+374
+15% +$49.3K 0.15% 82
2016
Q2 		$334K Buy
2,570
+269
+12% +$35.1K 0.14% 80
2016
Q1 		$292K Buy
2,301
+485
+27% +$60.2K 0.13% 79
2015
Q4 		$263K Buy
+1,816
New +$262K 0.11% 82
2015
Q1 		– Sell
-10
Closed -$1K – 101
2014
Q4 		$1K Buy
+10
New +$1.27K ﹤0.01% 319

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Exchange Capital Management's BA Position: Q1 2024 in Review

Exchange Capital Management sold out of Boeing (BA) in Q1 2024, closing a stake of 795 shares — an estimated $207K sold.

Exchange Capital Management first reported a position in BA in Q4 2014 and held it in 19 quarters. The position peaked at $1.4M in Q2 2017. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Exchange Capital Management reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Exchange Capital Management sold 795 Boeing shares in Q1 2024, an estimated $207K.
  • Exchange Capital Management first reported a position in Boeing in Q4 2014 and held it in 19 quarters.
  • Exchange Capital Management's Boeing position peaked at $1.4M in Q2 2017.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Exchange Capital Management's 13F filing for Q1 2024, filed 18 Apr 2024.