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Kerrisdale Advisers’s Boeing BA Stock Holding History

Kerrisdale Advisers’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
2025
Q2 		– Sell
-11,265
Closed -$1.92M – 68
2025
Q1 		$1.92M Sell
11,265
-3,590
-24% -$621K 0.8% 27
2024
Q4 		$2.63M Buy
14,855
+2,050
+16% +$322K 0.89% 27
2024
Q3 		$1.95M Buy
12,805
+2,815
+28% +$483K 0.66% 40
2024
Q2 		$1.82M Buy
9,990
+570
+6% +$102K 0.57% 46
2024
Q1 		$1.82M Buy
+9,420
New +$1.94M 0.57% 41
2023
Q4 		– Sell
-8,125
Closed -$1.56M – 84
2023
Q3 		$1.56M Buy
8,125
+2,910
+56% +$637K 0.49% 47
2023
Q2 		$1.1M Sell
5,215
-1,920
-27% -$399K 0.3% 63
2023
Q1 		$1.52M Buy
7,135
+2,105
+42% +$437K 0.45% 52
2022
Q4 		$958K Hold
5,030
– – 0.28% 64
2022
Q3 		$609K Sell
5,030
-25,584
-84% -$3.92M 0.15% 65
2022
Q2 		$4.19M Buy
+30,614
New +$4.52M 1.32% 26
2022
Q1 		– Sell
-43,275
Closed -$8.71M – 40
2021
Q4 		$8.71M Buy
+43,275
New +$9.14M 1.8% 18
2021
Q3 		– Sell
-90,051
Closed -$21.6M – 57
2021
Q2 		$21.6M Sell
90,051
-125
-0.1% -$30.2K 1.94% 25
2021
Q1 		$23M Buy
90,176
+20,176
+29% +$4.48M 1.76% 27
2020
Q4 		$15M Buy
+70,000
New +$13.5M 1.16% 33

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Kerrisdale Advisers's BA Position: Q2 2025 in Review

Kerrisdale Advisers sold out of Boeing (BA) in Q2 2025, closing a stake of 11,265 shares — an estimated $1.92M sold.

Kerrisdale Advisers first reported a position in BA in Q4 2020 and held it in 15 quarters. The position peaked at $23M in Q1 2021. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • Kerrisdale Advisers reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
  • Kerrisdale Advisers sold 11,265 Boeing shares in Q2 2025, an estimated $1.92M.
  • Kerrisdale Advisers first reported a position in Boeing in Q4 2020 and held it in 15 quarters.
  • Kerrisdale Advisers's Boeing position peaked at $23M in Q1 2021.
  • 2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Kerrisdale Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.