Kingfisher Capital’s Boeing BA Stock Holding History

Kingfisher Capital’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 Q4	–	Sell	-8,402	Closed	-$1.39M	–	166
2020 Q3	$1.39M	Buy	8,402 +873	+12%	+$149K	0.5%	80
2020 Q2	$1.38M	Buy	7,529 +436	+6%	+$67K	0.61%	66
2020 Q1	$1.06M	Buy	+7,093	New	+$1.94M	0.54%	78
2019 Q4	–	Sell	-591	Closed	-$225K	–	152
2019 Q3	$225K	Buy	591 +3	+0.5%	+$1.07K	0.13%	130
2019 Q2	$214K	Sell	588 -87	-13%	-$31.7K	0.13%	118
2019 Q1	$257K	Buy	675 +51	+8%	+$19.6K	0.16%	115
2018 Q4	$201K	Buy	624 +14	+2%	+$4.84K	0.14%	124
2018 Q3	$227K	Buy	610 +10	+2%	+$3.51K	0.12%	123
2018 Q2	$201K	Buy	+600	New	+$206K	0.13%	127
2018 Q1	–	Sell	-1,017	Closed	-$300K	–	125
2017 Q4	$300K	Buy	1,017 +5	+0.5%	+$1.35K	0.19%	112
2017 Q3	$257K	Buy	+1,012	New	+$236K	0.17%	107
2016 Q2	–	Sell	-2,080	Closed	-$264K	–	119
2016 Q1	$264K	Buy	2,080 +6	+0.3%	+$745	0.17%	112
2015 Q4	$300K	Buy	2,074 +3	+0.1%	+$432	0.18%	112
2015 Q3	$271K	Buy	2,071 +4	+0.2%	+$555	0.17%	110
2015 Q2	$287K	Buy	2,067 +4	+0.2%	+$583	0.17%	117
2015 Q1	$310K	Buy	2,063 +3	+0.1%	+$437	0.16%	125
2014 Q4	$268K	Buy	2,060 +78	+4%	+$9.89K	0.14%	126
2014 Q3	$253K	Buy	+1,982	New	+$250K	0.14%	130
2014 Q1	–	Sell	-1,474	Closed	-$201K	–	155
2013 Q4	$201K	Buy	+1,474	New	+$192K	0.11%	130

Other funds holding BA

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kingfisher Capital's BA Position: Q4 2020 in Review

Kingfisher Capital sold out of Boeing (BA) in Q4 2020, closing a stake of 8,402 shares — an estimated $1.39M sold.

Kingfisher Capital first reported a position in BA in Q4 2013 and held it in 19 quarters. The position peaked at $1.39M in Q3 2020. 2,038 funds tracked by Wall St. Rank hold BA as of Q4 2020.

Kingfisher Capital reported no remaining Boeing position as of Q4 2020 after selling out during the quarter.
Kingfisher Capital sold 8,402 Boeing shares in Q4 2020, an estimated $1.39M.
Kingfisher Capital first reported a position in Boeing in Q4 2013 and held it in 19 quarters.
Kingfisher Capital's Boeing position peaked at $1.39M in Q3 2020.
2,038 funds tracked by Wall St. Rank held Boeing as of Q4 2020.

Based on Kingfisher Capital's 13F filing for Q4 2020, filed 28 Jan 2021.