JCA
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Jade Capital Advisors’s Boeing BA Stock Holding History

Jade Capital Advisors’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
-10,000
Closed -$2.61M – 76
2023
Q4 		$2.61M Buy
+10,000
New +$2.14M 1.55% 21

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jade Capital Advisors's BA Position: Q3 2024 in Review

Jade Capital Advisors opened a new position in Boeing (BA) in Q3 2024: 31,000 shares worth $4.71M. The stake represents 2.97% of the portfolio and ranks #4 among its holdings. This is a return to the name: Jade Capital Advisors previously reported a position in BA as recently as Q4 2023.

Jade Capital Advisors first reported a position in BA in Q4 2020 and has held it in 13 quarters since. The position peaked at $9.63M in Q4 2020. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Jade Capital Advisors held 31,000 shares of Boeing worth $4.71M as of Q3 2024.
  • Boeing was a new Jade Capital Advisors position in Q3 2024.
  • Boeing made up 2.97% of Jade Capital Advisors's portfolio in Q3 2024, its #4 holding.
  • Jade Capital Advisors first reported a position in Boeing in Q4 2020 and has held it in 13 quarters since.
  • Jade Capital Advisors's Boeing position peaked at $9.63M in Q4 2020.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Jade Capital Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.