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McBroom & Associates’s Boeing BA Stock Holding History

McBroom & Associates’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
Q4 		– Sell
-23,070
Closed -$3.51M – 36
2024
Q3 		$3.51M Sell
23,070
-508
-2% -$87.1K 2.15% 19
2024
Q2 		$4.29M Sell
23,578
-588
-2% -$105K 2.69% 18
2024
Q1 		$4.66M Sell
24,166
-636
-3% -$131K 3.07% 17
2023
Q4 		$6.46M Sell
24,802
-1,858
-7% -$397K 4.71% 10
2023
Q3 		$5.11M Buy
26,660
+877
+3% +$192K 4.07% 14
2023
Q2 		$5.44M Buy
25,783
+2,149
+9% +$446K 4.3% 11
2023
Q1 		$5.02M Buy
23,634
+2,571
+12% +$534K 4.49% 8
2022
Q4 		$4.01M Buy
21,063
+5,617
+36% +$919K 4.35% 11
2022
Q3 		$1.87M Sell
15,446
-464
-3% -$71.2K 2.11% 22
2022
Q2 		$2.17M Sell
15,910
-3,036
-16% -$448K 2.37% 21
2022
Q1 		$3.63M Buy
18,946
+663
+4% +$133K 3.21% 19
2021
Q4 		$3.68M Buy
+18,283
New +$3.86M 2.77% 20

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

McBroom & Associates's BA Position: Q4 2024 in Review

McBroom & Associates sold out of Boeing (BA) in Q4 2024, closing a stake of 23,070 shares — an estimated $3.51M sold.

McBroom & Associates first reported a position in BA in Q4 2021 and held it in 12 quarters. The position peaked at $6.46M in Q4 2023. 2,184 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • McBroom & Associates reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
  • McBroom & Associates sold 23,070 Boeing shares in Q4 2024, an estimated $3.51M.
  • McBroom & Associates first reported a position in Boeing in Q4 2021 and held it in 12 quarters.
  • McBroom & Associates's Boeing position peaked at $6.46M in Q4 2023.
  • 2,184 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on McBroom & Associates's 13F filing for Q4 2024, filed 29 Jan 2025.