Gratus Capital’s Boeing BA Stock Holding History

Gratus 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 Q2	$2.71M	Buy	14,901 +1,037	+7%	+$185K	0.11%	125
2024 Q1	$2.68M	Buy	13,864 +2,631	+23%	+$541K	0.12%	117
2023 Q4	$2.93M	Buy	11,233 +955	+9%	+$204K	0.17%	102
2023 Q3	$1.97M	Buy	10,278 +750	+8%	+$164K	0.13%	109
2023 Q2	$2.01M	Buy	9,528 +6,045	+174%	+$1.26M	0.14%	107
2023 Q1	$740K	Buy	+3,483	New	+$724K	0.06%	137
2018 Q1	–	Sell	-1,259	Closed	-$371K	–	175
2017 Q4	$371K	Hold	1,259	–	–	0.05%	146
2017 Q3	$320K	Buy	1,259 +175	+16%	+$40.8K	0.04%	153
2017 Q2	$214K	Buy	+1,084	New	+$202K	0.03%	169

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Gratus Capital's BA Position: Q2 2024 in Review

Gratus Capital increased its Boeing (BA) stake by 7.5% in Q2 2024, buying an estimated $185K and bringing the position to 14,901 shares worth $2.71M. The position accounts for 0.11% of the portfolio, ranked #125.

Gratus Capital first reported a position in BA in Q2 2017 and has held it in 9 quarters since. The position peaked at $2.93M in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

Gratus Capital held 14,901 shares of Boeing worth $2.71M as of Q2 2024.
Gratus Capital bought 1,037 Boeing shares in Q2 2024, an estimated $185K.
Boeing made up 0.11% of Gratus Capital's portfolio in Q2 2024, its #125 holding.
Gratus Capital first reported a position in Boeing in Q2 2017 and has held it in 9 quarters since.
Gratus Capital's Boeing position peaked at $2.93M in Q4 2023.
2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.