Gunderson Capital Management’s Boeing BA Stock Holding History

Gunderson Capital 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	-19,360	Closed	-$3.71M	–	49
2023 Q3	$3.71M	Sell	19,360 -678	-3%	-$148K	2.52%	19
2023 Q2	$4.23M	Sell	20,038 -548	-3%	-$114K	2.8%	18
2023 Q1	$4.37M	Buy	+20,586	New	+$4.28M	3.25%	14
2019 Q3	–	Sell	-954	Closed	-$347K	–	57
2019 Q2	$347K	Sell	954 -9,356	-91%	-$3.41M	0.3%	44
2019 Q1	$3.93M	Buy	+10,310	New	+$3.97M	3.41%	15

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 $3.37T AUM 44.26% 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

Gunderson Capital Management's BA Position: Q4 2023 in Review

Gunderson Capital Management sold out of Boeing (BA) in Q4 2023, closing a stake of 19,360 shares — an estimated $3.71M sold.

Gunderson Capital Management first reported a position in BA in Q1 2019 and held it in 5 quarters. The position peaked at $4.37M in Q1 2023. 2,484 funds tracked by Wall St. Rank hold BA as of Q4 2023.

Gunderson Capital Management reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
Gunderson Capital Management sold 19,360 Boeing shares in Q4 2023, an estimated $3.71M.
Gunderson Capital Management first reported a position in Boeing in Q1 2019 and held it in 5 quarters.
Gunderson Capital Management's Boeing position peaked at $4.37M in Q1 2023.
2,484 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Gunderson Capital Management's 13F filing for Q4 2023, filed 5 Jan 2024.