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SAM Advisors’s Boeing BA Stock Holding History

SAM Advisors’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
Q3 		– Sell
-14,433
Closed -$2.63M – 42
2024
Q2 		$2.63M Buy
14,433
+692
+5% +$123K 0.95% 19
2024
Q1 		$2.65M Buy
13,741
+540
+4% +$111K 0.97% 19
2023
Q4 		$3.44M Buy
13,201
+165
+1% +$35.3K 1.36% 14
2023
Q3 		$2.5M Sell
13,036
-221
-2% -$48.4K 1.08% 21
2023
Q2 		$2.8M Sell
13,257
-759
-5% -$158K 1.16% 19
2023
Q1 		$2.98M Sell
14,016
-1,440
-9% -$299K 1.34% 15
2022
Q4 		$2.94M Sell
15,456
-421
-3% -$68.9K 1.3% 16
2022
Q3 		$1.92M Sell
15,877
-61
-0.4% -$9.36K 0.94% 24
2022
Q2 		$2.18M Buy
15,938
+1,577
+11% +$233K 1.09% 21
2022
Q1 		$2.75M Buy
14,361
+360
+3% +$72.3K 1.19% 19
2021
Q4 		$2.92M Buy
14,001
+1,510
+12% +$319K 1.33% 18
2021
Q3 		$2.79M Buy
+12,491
New +$2.79M 1.35% 16

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SAM Advisors's BA Position: Q3 2024 in Review

SAM Advisors sold out of Boeing (BA) in Q3 2024, closing a stake of 14,433 shares — an estimated $2.63M sold.

SAM Advisors first reported a position in BA in Q3 2021 and held it in 12 quarters. The position peaked at $3.44M in Q4 2023. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • SAM Advisors reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • SAM Advisors sold 14,433 Boeing shares in Q3 2024, an estimated $2.63M.
  • SAM Advisors first reported a position in Boeing in Q3 2021 and held it in 12 quarters.
  • SAM Advisors's Boeing position peaked at $3.44M in Q4 2023.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on SAM Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.