FORA Capital’s Boeing BA Stock Holding History

FORA Capital’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	–	Sell	-93,344	Closed	-$14.2M	–	397
2024 Q3	$14.2M	Buy	+93,344	New	+$16M	1.67%	3
2024 Q1	–	Sell	-46,292	Closed	-$12.1M	–	410
2023 Q4	$12.1M	Sell	46,292 -21,227	-31%	-$4.54M	1.04%	13
2023 Q3	$12.9M	Sell	67,519 -22,601	-25%	-$4.94M	1.14%	15
2023 Q2	$19M	Buy	90,120 +42,503	+89%	+$8.83M	2.7%	3
2023 Q1	$10.1M	Buy	+47,617	New	+$9.89M	1.01%	10
2022 Q4	–	Sell	-25,031	Closed	-$3.03M	–	467
2022 Q3	$3.03M	Buy	+25,031	New	+$3.84M	0.58%	35
2021 Q4	–	Sell	-25,508	Closed	-$5.61M	–	311
2021 Q3	$5.61M	Buy	+25,508	New	+$5.69M	1.42%	10
2021 Q2	–	Sell	-25,072	Closed	-$6.39M	–	878
2021 Q1	$6.39M	Sell	25,072 -16,478	-40%	-$3.66M	2.1%	4
2020 Q4	$8.89M	Buy	+41,550	New	+$7.99M	1.36%	9
2020 Q2	–	Sell	-22,327	Closed	-$3.33M	–	898
2020 Q1	$3.33M	Sell	22,327 -22,294	-50%	-$6.1M	0.72%	17
2019 Q4	$14.5M	Buy	+44,621	New	+$15.8M	1.47%	5

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

FORA Capital's BA Position: Q4 2024 in Review

FORA Capital sold out of Boeing (BA) in Q4 2024, closing a stake of 93,344 shares — an estimated $14.2M sold.

FORA Capital first reported a position in BA in Q4 2019 and held it in 11 quarters. The position peaked at $19M in Q2 2023. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

FORA Capital reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
FORA Capital sold 93,344 Boeing shares in Q4 2024, an estimated $14.2M.
FORA Capital first reported a position in Boeing in Q4 2019 and held it in 11 quarters.
FORA Capital's Boeing position peaked at $19M in Q2 2023.
2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.