Northwest & Ethical Investments’s Boeing BA Stock Holding History

Northwest & Ethical Investments’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	-6,680	Closed	-$2.54M	–	373
2019 Q3	$2.54M	Hold	6,680	–	–	0.12%	212
2019 Q2	$2.43M	Sell	6,680 -288	-4%	-$105K	0.12%	221
2019 Q1	$2.66M	Buy	6,968 +360	+5%	+$139K	0.14%	203
2018 Q4	$2.13M	Hold	6,608	–	–	0.13%	216
2018 Q3	$2.46M	Hold	6,608	–	–	0.15%	196
2018 Q2	$2.22M	Buy	6,608 +3,244	+96%	+$1.12M	0.15%	201
2018 Q1	$1.1M	Sell	3,364 -5,017	-60%	-$1.69M	0.07%	264
2017 Q4	$2.47M	Buy	8,381 +720	+9%	+$195K	0.16%	184
2017 Q3	$1.95M	Buy	+7,661	New	+$1.79M	0.12%	217

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

Northwest & Ethical Investments's BA Position: Q4 2019 in Review

Northwest & Ethical Investments sold out of Boeing (BA) in Q4 2019, closing a stake of 6,680 shares — an estimated $2.54M sold.

Northwest & Ethical Investments first reported a position in BA in Q3 2017 and held it in 9 quarters. The position peaked at $2.66M in Q1 2019. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

Northwest & Ethical Investments reported no remaining Boeing position as of Q4 2019 after selling out during the quarter.
Northwest & Ethical Investments sold 6,680 Boeing shares in Q4 2019, an estimated $2.54M.
Northwest & Ethical Investments first reported a position in Boeing in Q3 2017 and held it in 9 quarters.
Northwest & Ethical Investments's Boeing position peaked at $2.66M in Q1 2019.
2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Northwest & Ethical Investments's 13F filing for Q4 2019, filed 8 Jul 2025.