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O'Dell Group’s Boeing BA Stock Holding History

O'Dell Group’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
-610
Closed -$159K – 124
2023
Q4 		$159K Buy
+610
New +$130K 0.04% 99
2023
Q3 		– Sell
-668
Closed -$141K – 111
2023
Q2 		$141K Buy
+668
New +$139K 0.04% 100
2022
Q4 		– Sell
-606
Closed -$73K – 103
2022
Q3 		$73K Sell
606
-460
-43% -$70.6K 0.03% 123
2022
Q2 		$146K Hold
1,066
– – 0.05% 77
2022
Q1 		$204K Hold
1,066
– – 0.06% 70
2021
Q4 		$215K Buy
1,066
+84
+9% +$17.7K 0.06% 66
2021
Q3 		$216K Buy
982
+50
+5% +$11.2K 0.07% 68
2021
Q2 		$223K Sell
932
-40
-4% -$9.67K 0.07% 74
2021
Q1 		$248K Hold
972
– – 0.09% 61
2020
Q4 		$208K Buy
+972
New +$187K 0.08% 59
2020
Q1 		– Sell
-738
Closed -$240K – 29
2019
Q4 		$240K Buy
738
+5
+0.7% +$1.77K 0.12% 51
2019
Q3 		$279K Buy
733
+4
+0.5% +$1.43K 0.16% 39
2019
Q2 		$265K Buy
729
+4
+0.6% +$1.46K 0.16% 39
2019
Q1 		$277K Sell
725
-9
-1% -$3.46K 0.17% 40
2018
Q4 		$237K Buy
734
+4
+0.5% +$1.38K 0.17% 38
2018
Q3 		$271K Sell
730
-83
-10% -$29.2K 0.17% 25
2018
Q2 		$273K Buy
813
+2
+0.2% +$688 0.19% 26
2018
Q1 		$266K Buy
811
+2
+0.2% +$676 0.19% 26
2017
Q4 		$238K Buy
+809
New +$219K 0.17% 31

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

O'Dell Group's BA Position: Q1 2024 in Review

O'Dell Group sold out of Boeing (BA) in Q1 2024, closing a stake of 610 shares — an estimated $159K sold.

O'Dell Group first reported a position in BA in Q4 2017 and held it in 19 quarters. The position peaked at $279K in Q3 2019. 2,198 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • O'Dell Group reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 610 Boeing shares in Q1 2024, an estimated $159K.
  • O'Dell Group first reported a position in Boeing in Q4 2017 and held it in 19 quarters.
  • O'Dell Group's Boeing position peaked at $279K in Q3 2019.
  • 2,198 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.