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HoyleCohen’s Boeing BA Stock Holding History

HoyleCohen’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
Q2 		$2.71M Sell
14,910
-1,185
-7% -$211K 0.21% 94
2024
Q1 		$3.11M Sell
16,095
-3,517
-18% -$723K 0.24% 94
2023
Q4 		$5.11M Sell
19,612
-204
-1% -$43.6K 0.42% 63
2023
Q3 		$3.8M Sell
19,816
-221
-1% -$48.4K 0.35% 74
2023
Q2 		$4.23M Sell
20,037
-210
-1% -$43.6K 0.37% 72
2023
Q1 		$4.3M Sell
20,247
-423
-2% -$87.9K 0.4% 74
2022
Q4 		$3.94M Sell
20,670
-475
-2% -$77.7K 0.39% 73
2022
Q3 		$2.56M Sell
21,145
-310
-1% -$47.5K 0.28% 83
2022
Q2 		$2.93M Sell
21,455
-436
-2% -$64.3K 0.31% 78
2022
Q1 		$4.19M Buy
21,891
+230
+1% +$46.2K 0.36% 76
2021
Q4 		$4.36M Buy
21,661
+72
+0.3% +$15.2K 0.36% 72
2021
Q3 		$4.75M Sell
21,589
-125
-0.6% -$27.9K 0.45% 63
2021
Q2 		$5.2K Buy
21,714
+470
+2% +$114K 0.4% 61
2021
Q1 		$5.41M Buy
21,244
+564
+3% +$125K 0.55% 50
2020
Q4 		$4.43M Buy
20,680
+372
+2% +$71.5K 0.51% 54
2020
Q3 		$3.36M Sell
20,308
-747
-4% -$127K 0.49% 61
2020
Q2 		$3.86M Sell
21,055
-1,293
-6% -$199K 0.65% 44
2020
Q1 		$3.33M Buy
22,348
+465
+2% +$127K 0.67% 43
2019
Q4 		$7.13M Buy
21,883
+220
+1% +$77.9K 1.13% 27
2019
Q3 		$8.24M Buy
21,663
+144
+0.7% +$51.5K 1.41% 25
2019
Q2 		$7.83M Sell
21,519
-83
-0.4% -$30.3K 1.36% 28
2019
Q1 		$8.24M Sell
21,602
-333
-2% -$128K 1.45% 24
2018
Q4 		$7.07M Sell
21,935
-47
-0.2% -$16.2K 1.45% 27
2018
Q3 		$8.18M Buy
21,982
+165
+0.8% +$58K 1.54% 26
2018
Q2 		$7.32M Sell
21,817
-446
-2% -$153K 1.48% 26
2018
Q1 		$7.3M Sell
22,263
-505
-2% -$171K 1.48% 26
2017
Q4 		$6.71M Buy
+22,768
New +$6.16M 1.33% 29

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HoyleCohen's BA Position: Q2 2024 in Review

HoyleCohen reduced its Boeing (BA) stake by 7.4% in Q2 2024, selling an estimated $211K and leaving 14,910 shares worth $2.71M. The position accounts for 0.21% of the portfolio, ranked #94.

HoyleCohen first reported a position in BA in Q4 2017 and has held it in 27 quarters since. The position peaked at $8.24M in Q3 2019. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • HoyleCohen held 14,910 shares of Boeing worth $2.71M as of Q2 2024.
  • HoyleCohen sold 1,185 Boeing shares in Q2 2024, an estimated $211K.
  • Boeing made up 0.21% of HoyleCohen's portfolio in Q2 2024, its #94 holding.
  • HoyleCohen first reported a position in Boeing in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's Boeing position peaked at $8.24M in Q3 2019.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.