HA
BA icon

Hamel Associates’s Boeing BA Stock Holding History

Hamel Associates’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
Q1 		– Sell
-11,351
Closed -$2.96M – 72
2023
Q4 		$2.96M Buy
+11,351
New +$2.43M 1.04% 33
2023
Q3 		– Sell
-1,040
Closed -$220K – 74
2023
Q2 		$220K Sell
1,040
-8
-0.8% -$1.66K 0.08% 71
2023
Q1 		$223K Buy
+1,048
New +$218K 0.08% 79
2021
Q3 		– Sell
-880
Closed -$211K – 69
2021
Q2 		$211K Buy
880
+75
+9% +$18.1K 0.08% 68
2021
Q1 		$205K Buy
+805
New +$179K 0.08% 70
2020
Q1 		– Sell
-12,920
Closed -$4.21M – 69
2019
Q4 		$4.21M Buy
12,920
+3,165
+32% +$1.12M 1.73% 21
2019
Q3 		$3.71M Sell
9,755
-135
-1% -$48.3K 1.59% 25
2019
Q2 		$3.6M Buy
9,890
+390
+4% +$142K 1.58% 26
2019
Q1 		$3.62M Buy
9,500
+1,835
+24% +$706K 1.63% 25
2018
Q4 		$2.47M Buy
7,665
+6,710
+703% +$2.32M 1.23% 30
2018
Q3 		$355K Buy
955
+70
+8% +$24.6K 0.15% 82
2018
Q2 		$297K Hold
885
– – 0.14% 82
2018
Q1 		$290 Buy
+885
New +$299K 0.02% 81

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamel Associates's BA Position: Q1 2024 in Review

Hamel Associates sold out of Boeing (BA) in Q1 2024, closing a stake of 11,351 shares — an estimated $2.96M sold.

Hamel Associates first reported a position in BA in Q1 2018 and held it in 13 quarters. The position peaked at $4.21M in Q4 2019. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Hamel Associates reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Hamel Associates sold 11,351 Boeing shares in Q1 2024, an estimated $2.96M.
  • Hamel Associates first reported a position in Boeing in Q1 2018 and held it in 13 quarters.
  • Hamel Associates's Boeing position peaked at $4.21M in Q4 2019.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Hamel Associates's 13F filing for Q1 2024, filed 23 Apr 2024.