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Hedeker Wealth’s Boeing BA Stock Holding History

Hedeker Wealth’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
2020
Q2 		– Sell
-2,365
Closed -$352K – 64
2020
Q1 		$352K Hold
2,365
– – 0.22% 55
2019
Q4 		$770K Hold
2,365
– – 0.41% 55
2019
Q3 		$899K Sell
2,365
-30
-1% -$10.7K 0.54% 52
2019
Q2 		$871K Sell
2,395
-200
-8% -$72.9K 0.55% 52
2019
Q1 		$836K Hold
2,595
– – 0.63% 52
2018
Q4 		$836K Hold
2,595
– – 0.67% 50
2018
Q3 		$965K Sell
2,595
-50
-2% -$17.6K 0.68% 52
2018
Q2 		$887K Sell
2,645
-335
-11% -$115K 0.68% 51
2018
Q1 		$977K Buy
2,980
+30
+1% +$10.1K 0.75% 49
2017
Q4 		$869K Hold
2,950
– – 0.68% 51
2017
Q3 		$749K Sell
2,950
-192
-6% -$44.8K 0.66% 52
2017
Q2 		$621K Sell
3,142
-140
-4% -$26.1K 0.6% 62
2017
Q1 		$580K Sell
3,282
-375
-10% -$63.9K 0.55% 65
2016
Q4 		$569K Buy
3,657
+3,168
+648% +$463K 0.47% 64
2016
Q3 		$3.72K Sell
489
-8,358
-94% -$1.1M 0.19% 61
2016
Q2 		$1.15M Sell
8,847
-20,576
-70% -$2.68M 1% 38
2016
Q1 		$3.73M Sell
29,423
-2,054
-7% -$255K 3.5% 5
2015
Q4 		$4.55M Sell
31,477
-150
-0.5% -$21.6K 4.02% 5
2015
Q3 		$4.14M Sell
31,627
-200
-0.6% -$27.7K 3.6% 5
2015
Q2 		$4.42M Buy
31,827
+170
+0.5% +$24.8K 3.55% 3
2015
Q1 		$4.74M Buy
31,657
+1,599
+5% +$233K 3.94% 2
2014
Q4 		$3.91M Buy
+30,058
New +$3.81M 3.15% 3

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hedeker Wealth's BA Position: Q2 2020 in Review

Hedeker Wealth sold out of Boeing (BA) in Q2 2020, closing a stake of 2,365 shares — an estimated $352K sold.

Hedeker Wealth first reported a position in BA in Q4 2014 and held it in 22 quarters. The position peaked at $4.74M in Q1 2015. 1,808 funds tracked by Wall St. Rank hold BA as of Q2 2020.

  • Hedeker Wealth reported no remaining Boeing position as of Q2 2020 after selling out during the quarter.
  • Hedeker Wealth sold 2,365 Boeing shares in Q2 2020, an estimated $352K.
  • Hedeker Wealth first reported a position in Boeing in Q4 2014 and held it in 22 quarters.
  • Hedeker Wealth's Boeing position peaked at $4.74M in Q1 2015.
  • 1,808 funds tracked by Wall St. Rank held Boeing as of Q2 2020.

Based on Hedeker Wealth's 13F filing for Q2 2020, filed 13 Aug 2020.