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Sand Hill Global Advisors’s Boeing BA Stock Holding History

Sand Hill Global 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
-36,032
Closed -$6.56M – 196
2024
Q2 		$6.56M Sell
36,032
-1,687
-4% -$301K 0.3% 58
2024
Q1 		$7.28M Sell
37,719
-69
-0.2% -$14.2K 0.35% 51
2023
Q4 		$9.85M Buy
37,788
+248
+0.7% +$53K 0.47% 35
2023
Q3 		$7.2M Sell
37,540
-646
-2% -$141K 0.4% 39
2023
Q2 		$8.06M Buy
38,186
+58
+0.2% +$12K 0.4% 39
2023
Q1 		$8.1M Buy
38,128
+80
+0.2% +$16.6K 0.43% 38
2022
Q4 		$7.25M Sell
38,048
-1,038
-3% -$170K 0.41% 44
2022
Q3 		$4.73M Sell
39,086
-612
-2% -$93.9K 0.3% 57
2022
Q2 		$5.43M Buy
39,698
+1,834
+5% +$271K 0.31% 56
2022
Q1 		$7.25M Buy
37,864
+1,019
+3% +$205K 0.4% 39
2021
Q4 		$7.42M Buy
36,845
+15,988
+77% +$3.38M 0.42% 43
2021
Q3 		$4.59M Buy
20,857
+756
+4% +$169K 0.28% 55
2021
Q2 		$4.82M Buy
20,101
+660
+3% +$160K 0.29% 51
2021
Q1 		$4.95M Buy
19,441
+1,360
+8% +$302K 0.32% 51
2020
Q4 		$3.87M Buy
18,081
+16,604
+1,124% +$3.19M 0.26% 53
2020
Q3 		$244K Buy
1,477
+344
+30% +$58.6K 0.02% 118
2020
Q2 		$208K Buy
+1,133
New +$174K 0.02% 121
2020
Q1 		– Sell
-1,301
Closed -$424K – 120
2019
Q4 		$424K Sell
1,301
-372
-22% -$132K 0.04% 112
2019
Q3 		$637K Sell
1,673
-121
-7% -$43.3K 0.06% 88
2019
Q2 		$653K Sell
1,794
-73
-4% -$26.6K 0.07% 72
2019
Q1 		$712K Hold
1,867
– – 0.07% 69
2018
Q4 		$602K Sell
1,867
-582
-24% -$201K 0.06% 73
2018
Q3 		$911K Hold
2,449
– – 0.09% 65
2018
Q2 		$822K Buy
2,449
+519
+27% +$179K 0.08% 68
2018
Q1 		$633K Sell
1,930
-562
-23% -$190K 0.61% 34
2017
Q4 		$735K Sell
2,492
-952
-28% -$258K 0.07% 68
2017
Q3 		$875K Sell
3,444
-167
-5% -$38.9K 0.09% 66
2017
Q2 		$714K Buy
3,611
+2,163
+149% +$403K 0.08% 71
2017
Q1 		$256K Sell
1,448
-2,103
-59% -$358K 0.03% 78
2016
Q4 		$553K Buy
3,551
+790
+29% +$115K 0.08% 58
2016
Q3 		$364K Sell
2,761
-567
-17% -$74.7K 0.06% 59
2016
Q2 		$432K Sell
3,328
-428
-11% -$55.8K 0.07% 58
2016
Q1 		$477K Buy
3,756
+80
+2% +$9.93K 0.07% 59
2015
Q4 		$532K Buy
3,676
+85
+2% +$12.2K 0.09% 62
2015
Q3 		$470K Hold
3,591
– – 0.08% 63
2015
Q2 		$498K Hold
3,591
– – 0.08% 64
2015
Q1 		$539K Sell
3,591
-30
-0.8% -$4.37K 0.09% 63
2014
Q4 		$471K Sell
3,621
-105
-3% -$13.3K 0.08% 64
2014
Q3 		$475K Buy
3,726
+325
+10% +$40.9K 0.08% 62
2014
Q2 		$433K Hold
3,401
– – 0.08% 63
2014
Q1 		$427K Buy
3,401
+465
+16% +$60.6K 0.09% 62
2013
Q4 		$401K Buy
2,936
+936
+47% +$122K 0.09% 63
2013
Q3 		$235K Buy
+2,000
New +$215K 0.04% 69

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

Sand Hill Global Advisors's BA Position: Q3 2024 in Review

Sand Hill Global Advisors sold out of Boeing (BA) in Q3 2024, closing a stake of 36,032 shares — an estimated $6.56M sold.

Sand Hill Global Advisors first reported a position in BA in Q3 2013 and held it in 43 quarters. The position peaked at $9.85M in Q4 2023. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Sand Hill Global Advisors reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Sand Hill Global Advisors sold 36,032 Boeing shares in Q3 2024, an estimated $6.56M.
  • Sand Hill Global Advisors first reported a position in Boeing in Q3 2013 and held it in 43 quarters.
  • Sand Hill Global Advisors's Boeing position peaked at $9.85M in Q4 2023.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Sand Hill Global Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.