KIG
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Kowal Investment Group’s Boeing BA Stock Holding History

Kowal Investment Group’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
Q3 		$267K Buy
1,758
+72
+4% +$12.3K 0.05% 165
2024
Q2 		$307K Buy
+1,686
New +$301K 0.06% 137
2021
Q4 		– Sell
-783
Closed -$172K – 196
2021
Q3 		$172K Buy
+783
New +$175K 0.05% 106

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

Kowal Investment Group's BA Position: Q3 2024 in Review

Kowal Investment Group increased its Boeing (BA) stake by 4.3% in Q3 2024, buying an estimated $12.3K and bringing the position to 1,758 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #165.

Kowal Investment Group first reported a position in BA in Q3 2021 and has held it in 3 quarters since. The position peaked at $307K in Q2 2024. 1,957 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Kowal Investment Group held 1,758 shares of Boeing worth $267K as of Q3 2024.
  • Kowal Investment Group bought 72 Boeing shares in Q3 2024, an estimated $12.3K.
  • Boeing made up 0.05% of Kowal Investment Group's portfolio in Q3 2024, its #165 holding.
  • Kowal Investment Group first reported a position in Boeing in Q3 2021 and has held it in 3 quarters since.
  • Kowal Investment Group's Boeing position peaked at $307K in Q2 2024.
  • 1,957 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.