Geneva Partners’s Boeing BA Stock Holding History

Geneva Partners’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 Q3	–	Sell	-26,852	Closed	-$5.67M	–	68
2023 Q2	$5.67M	Buy	26,852 +5,495	+26%	+$1.14M	3.7%	9
2023 Q1	$4.54M	Buy	+21,357	New	+$4.44M	3.88%	6
2018 Q3	–	Sell	-875	Closed	-$294K	–	87
2018 Q2	$294K	Buy	+875	New	+$301K	0.23%	77
2018 Q1	–	Sell	-2,500	Closed	-$737K	–	81
2017 Q4	$737K	Sell	2,500 -930	-27%	-$252K	0.55%	58
2017 Q3	$872K	Buy	+3,430	New	+$800K	0.69%	53
2016 Q2	$211K	Buy	+1,065	New	+$139K	0.19%	76

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

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

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

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

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

Geneva Partners's BA Position: Q3 2023 in Review

Geneva Partners sold out of Boeing (BA) in Q3 2023, closing a stake of 26,852 shares — an estimated $5.67M sold.

Geneva Partners first reported a position in BA in Q2 2016 and held it in 6 quarters. The position peaked at $5.67M in Q2 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

Geneva Partners reported no remaining Boeing position as of Q3 2023 after selling out during the quarter.
Geneva Partners sold 26,852 Boeing shares in Q3 2023, an estimated $5.67M.
Geneva Partners first reported a position in Boeing in Q2 2016 and held it in 6 quarters.
Geneva Partners's Boeing position peaked at $5.67M in Q2 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Geneva Partners's 13F filing for Q3 2023, filed 25 Oct 2023.