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Morningstar Investment Services’s Boeing BA Stock Holding History

Morningstar Investment Services’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
-2,398
Closed -$375K – 164
2024
Q3 		$375K Buy
2,398
+545
+29% +$93.5K ﹤0.01% 312
2024
Q2 		$338K Buy
1,853
+628
+51% +$112K ﹤0.01% 299
2024
Q1 		$235K Sell
1,225
-1,301
-52% -$267K ﹤0.01% 322
2023
Q4 		$658K Buy
2,526
+1,394
+123% +$298K ﹤0.01% 264
2023
Q3 		$216K Buy
+1,132
New +$248K ﹤0.01% 269
2022
Q4 		– Sell
-2,679
Closed -$374K – 218
2022
Q3 		$374K Sell
2,679
-17,601
-87% -$2.7M 0.01% 182
2022
Q2 		$2.81M Buy
+20,280
New +$2.99M 0.04% 137
2020
Q1 		– Sell
-919
Closed -$299K – 210
2019
Q4 		$299K Buy
919
+51
+6% +$18.1K ﹤0.01% 168
2019
Q3 		$331K Buy
868
+38
+5% +$13.6K 0.01% 159
2019
Q2 		$302K Buy
+830
New +$303K 0.01% 187
2019
Q1 		– Sell
-636
Closed -$205K – 205
2018
Q4 		$205K Buy
+636
New +$220K ﹤0.01% 202

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

Morningstar Investment Services's BA Position: Q4 2024 in Review

Morningstar Investment Services sold out of Boeing (BA) in Q4 2024, closing a stake of 2,398 shares — an estimated $375K sold.

Morningstar Investment Services first reported a position in BA in Q4 2018 and held it in 11 quarters. The position peaked at $2.81M in Q2 2022. 2,184 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Morningstar Investment Services reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 2,398 Boeing shares in Q4 2024, an estimated $375K.
  • Morningstar Investment Services first reported a position in Boeing in Q4 2018 and held it in 11 quarters.
  • Morningstar Investment Services's Boeing position peaked at $2.81M in Q2 2022.
  • 2,184 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.