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HBC Financial Services’s Boeing BA Stock Holding History

HBC Financial Services’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
Q4 		$75K Sell
425
-10
-2% -$1.57K 0.05% 61
2024
Q3 		$67K Buy
435
+27
+7% +$4.63K 0.04% 68
2024
Q2 		$75K Hold
408
– – 0.05% 58
2024
Q1 		$69K Sell
408
-308
-43% -$63.3K 0.05% 55
2023
Q4 		$186K Hold
716
– – 0.13% 31
2023
Q3 		$137K Hold
716
– – 0.1% 33
2023
Q2 		$151K Hold
716
– – 0.11% 32
2023
Q1 		$146K Sell
716
-150
-17% -$31.2K 0.11% 34
2022
Q4 		$176K Sell
866
-996
-53% -$163K 0.14% 29
2022
Q3 		$225K Sell
1,862
-300
-14% -$46K 0.19% 22
2022
Q2 		$300K Buy
2,162
+75
+4% +$11.1K 0.23% 21
2022
Q1 		$348K Sell
2,087
-569
-21% -$114K 0.25% 21
2021
Q4 		$534K Buy
2,656
+119
+5% +$25.1K 0.34% 17
2021
Q3 		$574K Sell
2,537
-420
-14% -$93.7K 0.38% 16
2021
Q2 		$612K Sell
2,957
-140
-5% -$33.8K 0.41% 16
2021
Q1 		$778K Buy
3,097
+54
+2% +$12K 0.54% 14
2020
Q4 		$647K Sell
3,043
-217
-7% -$41.7K 0.5% 15
2020
Q3 		$585K Sell
3,260
-108
-3% -$18.4K 0.49% 14
2020
Q2 		$633K Buy
3,368
+101
+3% +$15.5K 0.57% 14
2020
Q1 		$427K Hold
3,267
– – 0.48% 13
2019
Q4 		$1.1M Buy
+3,267
New +$1.16M 0.95% 12

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

HBC Financial Services's BA Position: Q4 2024 in Review

HBC Financial Services reduced its Boeing (BA) stake by 2.3% in Q4 2024, selling an estimated $1.57K and leaving 425 shares worth $75K. The position accounts for 0.05% of the portfolio, ranked #61.

HBC Financial Services first reported a position in BA in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.1M in Q4 2019. 2,187 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • HBC Financial Services held 425 shares of Boeing worth $75K as of Q4 2024.
  • HBC Financial Services sold 10 Boeing shares in Q4 2024, an estimated $1.57K.
  • Boeing made up 0.05% of HBC Financial Services's portfolio in Q4 2024, its #61 holding.
  • HBC Financial Services first reported a position in Boeing in Q4 2019 and has held it in 21 quarters since.
  • HBC Financial Services's Boeing position peaked at $1.1M in Q4 2019.
  • 2,187 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.