Fulcrum Capital’s Boeing BA Stock Holding History

Fulcrum 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
2021 Q4	–	Sell	-1,135	Closed	-$250K	–	88
2021 Q3	$250K	Hold	1,135	–	–	0.06%	77
2021 Q2	$272K	Buy	1,135 +10	+0.9%	+$2.42K	0.07%	71
2021 Q1	$287K	Buy	1,125 +76	+7%	+$16.9K	0.08%	67
2020 Q4	$225K	Buy	+1,049	New	+$202K	0.07%	75
2020 Q3	–	Sell	-1,519	Closed	-$278K	–	64
2020 Q2	$278K	Buy	1,519 +25	+2%	+$3.84K	0.11%	58
2020 Q1	$223K	Buy	1,494 +450	+43%	+$123K	0.1%	61
2019 Q4	$340K	Hold	1,044	–	–	0.11%	60
2019 Q3	$397K	Sell	1,044 -46	-4%	-$16.4K	0.14%	55
2019 Q2	$397K	Sell	1,090 -200	-16%	-$72.9K	0.15%	47
2019 Q1	$492K	Buy	1,290 +145	+13%	+$55.8K	0.19%	48
2018 Q4	$369K	Hold	1,145	–	–	0.17%	47
2018 Q3	$426K	Buy	1,145 +95	+9%	+$33.4K	0.17%	49
2018 Q2	$352K	Hold	1,050	–	–	0.17%	43
2018 Q1	$344K	Hold	1,050	–	–	0.11%	55
2017 Q4	$310K	Buy	+1,050	New	+$284K	0.1%	63

Other funds holding BA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fulcrum Capital's BA Position: Q4 2021 in Review

Fulcrum Capital sold out of Boeing (BA) in Q4 2021, closing a stake of 1,135 shares — an estimated $250K sold.

Fulcrum Capital first reported a position in BA in Q4 2017 and held it in 15 quarters. The position peaked at $492K in Q1 2019. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

Fulcrum Capital reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
Fulcrum Capital sold 1,135 Boeing shares in Q4 2021, an estimated $250K.
Fulcrum Capital first reported a position in Boeing in Q4 2017 and held it in 15 quarters.
Fulcrum Capital's Boeing position peaked at $492K in Q1 2019.
2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Fulcrum Capital's 13F filing for Q4 2021, filed 25 Jan 2022.