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GYL Financial Synergies’s Boeing BA Stock Holding History

GYL Financial Synergies’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
Q3 		$625K Sell
4,111
-231
-5% -$39.6K 0.05% 219
2024
Q2 		$790K Buy
4,342
+1,741
+67% +$310K 0.06% 198
2024
Q1 		$502K Buy
2,601
+77
+3% +$15.8K 0.04% 240
2023
Q4 		$658K Buy
2,524
+49
+2% +$10.5K 0.05% 216
2023
Q3 		$474K Buy
2,475
+126
+5% +$27.6K 0.05% 237
2023
Q2 		$496K Sell
2,349
-13
-0.6% -$2.7K 0.05% 241
2023
Q1 		$502K Buy
2,362
+184
+8% +$38.2K 0.06% 191
2022
Q4 		$415K Sell
2,178
-86
-4% -$14.1K 0.09% 144
2022
Q3 		$274K Buy
2,264
+142
+7% +$21.8K 0.07% 160
2022
Q2 		$290K Sell
2,122
-91
-4% -$13.4K 0.08% 151
2022
Q1 		$424K Buy
2,213
+172
+8% +$34.5K 0.1% 122
2021
Q4 		$411K Buy
2,041
+78
+4% +$16.5K 0.11% 141
2021
Q3 		$432K Sell
1,963
-128
-6% -$28.5K 0.22% 117
2021
Q2 		$501K Sell
2,091
-91
-4% -$22K 0.26% 101
2021
Q1 		$556K Buy
2,182
+121
+6% +$26.9K 0.31% 79
2020
Q4 		$441K Sell
2,061
-72
-3% -$13.8K 0.25% 97
2020
Q3 		$352K Sell
2,133
-42
-2% -$7.16K 0.23% 112
2020
Q2 		$399K Buy
2,175
+143
+7% +$22K 0.29% 85
2020
Q1 		$303K Sell
2,032
-151
-7% -$41.3K 0.19% 103
2019
Q4 		$711K Buy
2,183
+106
+5% +$37.5K 0.31% 58
2019
Q3 		$790K Sell
2,077
-238
-10% -$85.1K 0.39% 50
2019
Q2 		$843K Sell
2,315
-330
-12% -$120K 0.45% 44
2019
Q1 		$1.01M Buy
2,645
+152
+6% +$58.5K 0.57% 34
2018
Q4 		$804K Buy
+2,493
New +$861K 0.58% 36

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GYL Financial Synergies's BA Position: Q3 2024 in Review

GYL Financial Synergies reduced its Boeing (BA) stake by 5.3% in Q3 2024, selling an estimated $39.6K and leaving 4,111 shares worth $625K. The position accounts for 0.05% of the portfolio, ranked #219.

GYL Financial Synergies first reported a position in BA in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.01M in Q1 2019. 1,959 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • GYL Financial Synergies held 4,111 shares of Boeing worth $625K as of Q3 2024.
  • GYL Financial Synergies sold 231 Boeing shares in Q3 2024, an estimated $39.6K.
  • Boeing made up 0.05% of GYL Financial Synergies's portfolio in Q3 2024, its #219 holding.
  • GYL Financial Synergies first reported a position in Boeing in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's Boeing position peaked at $1.01M in Q1 2019.
  • 1,959 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.