Plimoth Trust’s Boeing BA Stock Holding History

Plimoth Trust’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
2020 Q4	–	Sell	-3,463	Closed	-$572K	–	157
2020 Q3	$572K	Sell	3,463 -125	-3%	-$21.3K	0.19%	111
2020 Q2	$658K	Sell	3,588 -1,426	-28%	-$219K	0.23%	101
2020 Q1	$748K	Sell	5,014 -1,108	-18%	-$303K	0.31%	94
2019 Q4	$1.99M	Sell	6,122 -1,072	-15%	-$379K	0.64%	51
2019 Q3	$2.74M	Sell	7,194 -2,333	-24%	-$834K	0.9%	31
2019 Q2	$3.47M	Sell	9,527 -3,427	-26%	-$1.25M	1.14%	20
2019 Q1	$4.94M	Sell	12,954 -14	-0.1%	-$5.39K	1.64%	12
2018 Q4	$4.18M	Sell	12,968 -505	-4%	-$174K	1.54%	15
2018 Q3	$5.01M	Sell	13,473 -230	-2%	-$80.8K	1.62%	13
2018 Q2	$4.6M	Sell	13,703 -945	-6%	-$325K	1.58%	13
2018 Q1	$4.8M	Sell	14,648 -706	-5%	-$239K	1.66%	10
2017 Q4	$4.53M	Buy	+15,354	New	+$4.16M	1.62%	15

Other funds holding BA

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Plimoth Trust's BA Position: Q4 2020 in Review

Plimoth Trust sold out of Boeing (BA) in Q4 2020, closing a stake of 3,463 shares — an estimated $572K sold.

Plimoth Trust first reported a position in BA in Q4 2017 and held it in 12 quarters. The position peaked at $5.01M in Q3 2018. 2,038 funds tracked by Wall St. Rank hold BA as of Q4 2020.

Plimoth Trust reported no remaining Boeing position as of Q4 2020 after selling out during the quarter.
Plimoth Trust sold 3,463 Boeing shares in Q4 2020, an estimated $572K.
Plimoth Trust first reported a position in Boeing in Q4 2017 and held it in 12 quarters.
Plimoth Trust's Boeing position peaked at $5.01M in Q3 2018.
2,038 funds tracked by Wall St. Rank held Boeing as of Q4 2020.

Based on Plimoth Trust's 13F filing for Q4 2020, filed 22 Jan 2021.