Guild Investment Management’s Boeing BA Stock Holding History

Guild Investment Management’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	-5,364	Closed	-$1.03M	–	51
2023 Q3	$1.03M	Sell	5,364 -20	-0.4%	-$4.38K	1.72%	22
2023 Q2	$1.14M	Sell	5,384 -380	-7%	-$78.9K	1.6%	23
2023 Q1	$1.22M	Hold	5,764	–	–	1.88%	20
2022 Q4	$1.1M	Buy	+5,764	New	+$943K	1.88%	23
2022 Q2	–	Sell	-1,164	Closed	-$223K	–	69
2022 Q1	$223K	Hold	1,164	–	–	0.23%	70
2021 Q4	$234K	Hold	1,164	–	–	0.24%	65
2021 Q3	$256K	Hold	1,164	–	–	0.25%	60
2021 Q2	$279K	Hold	1,164	–	–	0.27%	57
2021 Q1	$296K	Buy	+1,164	New	+$259K	0.32%	54
2018 Q3	–	Sell	-4,725	Closed	-$1.58M	–	41
2018 Q2	$1.58M	Buy	+4,725	New	+$1.63M	3.05%	12
2018 Q1	–	Sell	-2,230	Closed	-$658K	–	23
2017 Q4	$658K	Buy	2,230 +270	+14%	+$73.1K	0.62%	25
2017 Q3	$498K	Buy	+1,960	New	+$457K	0.53%	25
2014 Q1	–	Sell	-4,430	Closed	-$605K	–	24
2013 Q4	$605K	Buy	+4,430	New	+$576K	0.42%	41

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

Guild Investment Management's BA Position: Q4 2023 in Review

Guild Investment Management sold out of Boeing (BA) in Q4 2023, closing a stake of 5,364 shares — an estimated $1.03M sold.

Guild Investment Management first reported a position in BA in Q4 2013 and held it in 13 quarters. The position peaked at $1.58M in Q2 2018. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

Guild Investment Management reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
Guild Investment Management sold 5,364 Boeing shares in Q4 2023, an estimated $1.03M.
Guild Investment Management first reported a position in Boeing in Q4 2013 and held it in 13 quarters.
Guild Investment Management's Boeing position peaked at $1.58M in Q2 2018.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Guild Investment Management's 13F filing for Q4 2023, filed 12 Jan 2024.