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Navellier & Associates’s Boeing BA Stock Holding History

Navellier & 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
Q1 		– Sell
-825
Closed -$215K – 338
2023
Q4 		$215K Sell
825
-775
-48% -$166K 0.03% 302
2023
Q3 		$307K Buy
+1,600
New +$350K 0.05% 263
2020
Q1 		– Sell
-635
Closed -$207K – 230
2019
Q4 		$207K Sell
635
-760
-54% -$269K 0.03% 274
2019
Q3 		$531K Sell
1,395
-10,027
-88% -$3.58M 0.09% 171
2019
Q2 		$4.16M Sell
11,422
-9,080
-44% -$3.31M 0.64% 40
2019
Q1 		$7.82M Buy
20,502
+2,447
+14% +$942K 1.21% 19
2018
Q4 		$5.82M Sell
18,055
-292
-2% -$101K 0.99% 16
2018
Q3 		$6.82M Sell
18,347
-5,668
-24% -$1.99M 0.88% 29
2018
Q2 		$8.06M Buy
24,015
+4,134
+21% +$1.42M 1.12% 20
2018
Q1 		$6.52M Buy
19,881
+7,496
+61% +$2.53M 0.99% 26
2017
Q4 		$3.65M Buy
+12,385
New +$3.35M 0.68% 43
2017
Q3 		– Sell
-14,346
Closed -$2.84M – 240
2017
Q2 		$2.84M Buy
14,346
+11,318
+374% +$2.11M 0.42% 74
2017
Q1 		$536K Buy
3,028
+106
+4% +$18.1K 0.08% 179
2016
Q4 		$455K Sell
2,922
-82
-3% -$12K 0.08% 178
2016
Q3 		$396K Buy
3,004
+1,083
+56% +$143K 0.06% 174
2016
Q2 		$249K Buy
+1,921
New +$250K 0.04% 203
2015
Q2 		– Sell
-1,343
Closed -$202K – 360
2015
Q1 		$202K Buy
+1,343
New +$196K 0.02% 327
2014
Q4 		– Sell
-1,697
Closed -$216K – 328
2014
Q3 		$216K Sell
1,697
-1,350
-44% -$170K 0.01% 301
2014
Q2 		$388K Sell
3,047
-838
-22% -$109K 0.02% 222
2014
Q1 		$488K Buy
3,885
+2,016
+108% +$263K 0.02% 181
2013
Q4 		$255K Buy
+1,869
New +$243K 0.01% 280

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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Navellier & Associates's BA Position: Q1 2024 in Review

Navellier & Associates sold out of Boeing (BA) in Q1 2024, closing a stake of 825 shares — an estimated $215K sold.

Navellier & Associates first reported a position in BA in Q4 2013 and held it in 21 quarters. The position peaked at $8.06M in Q2 2018. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Navellier & Associates reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Navellier & Associates sold 825 Boeing shares in Q1 2024, an estimated $215K.
  • Navellier & Associates first reported a position in Boeing in Q4 2013 and held it in 21 quarters.
  • Navellier & Associates's Boeing position peaked at $8.06M in Q2 2018.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Navellier & Associates's 13F filing for Q1 2024, filed 14 May 2024.