Neumann Capital Management’s Boeing BA Stock Holding History

Neumann Capital Management’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
2019 Q4	–	Sell	-730	Closed	-$278K	–	71
2019 Q3	$278K	Hold	730	–	–	0.17%	68
2019 Q2	$266K	Hold	730	–	–	0.17%	68
2019 Q1	$278K	Hold	730	–	–	0.18%	68
2018 Q4	$235K	Sell	730 -70	-9%	-$24.2K	0.18%	69
2018 Q3	$298K	Hold	800	–	–	0.18%	65
2018 Q2	$268K	Sell	800 -100	-11%	-$34.4K	0.17%	66
2018 Q1	$295K	Hold	900	–	–	0.19%	65
2017 Q4	$265K	Hold	900	–	–	0.16%	70
2017 Q3	$229K	Buy	+900	New	+$210K	0.14%	71

Other funds holding BA

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Neumann Capital Management's BA Position: Q4 2019 in Review

Neumann Capital Management sold out of Boeing (BA) in Q4 2019, closing a stake of 730 shares — an estimated $278K sold.

Neumann Capital Management first reported a position in BA in Q3 2017 and held it in 9 quarters. The position peaked at $298K in Q3 2018. 2,177 funds tracked by Wall St. Rank hold BA as of Q4 2019.

Neumann Capital Management reported no remaining Boeing position as of Q4 2019 after selling out during the quarter.
Neumann Capital Management sold 730 Boeing shares in Q4 2019, an estimated $278K.
Neumann Capital Management first reported a position in Boeing in Q3 2017 and held it in 9 quarters.
Neumann Capital Management's Boeing position peaked at $298K in Q3 2018.
2,177 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Neumann Capital Management's 13F filing for Q4 2019, filed 24 Jan 2020.