PYA Waltman Capital’s Boeing BA Stock Holding History

PYA Waltman Capital’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
2023 Q1	–	Sell	-1,145	Closed	-$218K	–	61
2022 Q4	$218K	Hold	1,145	–	–	0.11%	59
2022 Q3	$139K	Hold	1,145	–	–	0.08%	63
2022 Q2	$157K	Hold	1,145	–	–	0.09%	50
2022 Q1	$219K	Hold	1,145	–	–	0.11%	40
2021 Q4	$231K	Hold	1,145	–	–	0.12%	38
2021 Q3	$252K	Sell	1,145 -389	-25%	-$86.8K	0.14%	35
2021 Q2	$367K	Buy	1,534 +213	+16%	+$51.5K	0.19%	30
2021 Q1	$336K	Buy	1,321 +336	+34%	+$74.7K	0.19%	29
2020 Q4	$211K	Buy	+985	New	+$189K	0.13%	39

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

PYA Waltman Capital's BA Position: Q1 2023 in Review

PYA Waltman Capital sold out of Boeing (BA) in Q1 2023, closing a stake of 1,145 shares — an estimated $218K sold.

PYA Waltman Capital first reported a position in BA in Q4 2020 and held it in 9 quarters. The position peaked at $367K in Q2 2021. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

PYA Waltman Capital reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
PYA Waltman Capital sold 1,145 Boeing shares in Q1 2023, an estimated $218K.
PYA Waltman Capital first reported a position in Boeing in Q4 2020 and held it in 9 quarters.
PYA Waltman Capital's Boeing position peaked at $367K in Q2 2021.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on PYA Waltman Capital's 13F filing for Q1 2023, filed 9 May 2023.