Fund Management at Engine No 1’s Boeing BA Stock Holding History

Fund Management at Engine No 1’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
2023 Q4	–	Sell	-8,108	Closed	-$1.55M	–	48
2023 Q3	$1.55M	Buy	8,108 +746	+10%	+$163K	0.24%	84
2023 Q2	$1.55M	Buy	7,362 +541	+8%	+$112K	0.29%	77
2023 Q1	$1.45M	Buy	6,821 +655	+11%	+$136K	0.29%	76
2022 Q4	$1.17M	Buy	6,166 +798	+15%	+$131K	0.29%	84
2022 Q3	$650K	Sell	5,368 -248	-4%	-$38K	0.19%	117
2022 Q2	$768K	Buy	5,616 +977	+21%	+$144K	0.2%	109
2022 Q1	$888K	Buy	+4,639	New	+$931K	0.22%	104

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

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

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

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

Fund Management at Engine No 1's BA Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Boeing (BA) in Q4 2023, closing a stake of 8,108 shares — an estimated $1.55M sold.

Fund Management at Engine No 1 first reported a position in BA in Q1 2022 and held it in 7 quarters. The position peaked at $1.55M in Q2 2023. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 8,108 Boeing shares in Q4 2023, an estimated $1.55M.
Fund Management at Engine No 1 first reported a position in Boeing in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Boeing position peaked at $1.55M in Q2 2023.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.