SC
BA icon

Scholtz & Company’s Boeing BA Stock Holding History

Scholtz & Company’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
-1,350
Closed -$352K – 53
2023
Q4 		$352K Buy
+1,350
New +$289K 0.17% 54
2021
Q4 		– Sell
-1,706
Closed -$375K – 61
2021
Q3 		$375K Sell
1,706
-547
-24% -$122K 0.13% 53
2021
Q2 		$540K Buy
2,253
+10
+0.4% +$2.42K 0.18% 55
2021
Q1 		$571K Buy
2,243
+412
+23% +$91.6K 0.22% 49
2020
Q4 		$392K Sell
1,831
-75
-4% -$14.4K 0.15% 62
2020
Q3 		$315K Hold
1,906
– – 0.14% 58
2020
Q2 		$349K Hold
1,906
– – 0.17% 50
2020
Q1 		$284K Sell
1,906
-7,615
-80% -$2.08M 0.22% 46
2019
Q4 		$3.1M Buy
9,521
+258
+3% +$91.3K 1.8% 23
2019
Q3 		$3.52M Sell
9,263
-5,637
-38% -$2.01M 2.35% 14
2019
Q2 		$5.42M Sell
14,900
-472
-3% -$172K 3.51% 9
2019
Q1 		$5.86M Buy
15,372
+209
+1% +$80.5K 3.91% 5
2018
Q4 		$4.89M Buy
15,163
+8,333
+122% +$2.88M 4.25% 8
2018
Q3 		$2.54M Buy
6,830
+4,580
+204% +$1.61M 1.6% 25
2018
Q2 		$755K Hold
2,250
– – 0.53% 33
2018
Q1 		$738K Hold
2,250
– – 0.55% 38
2017
Q4 		$664K Hold
2,250
– – 0.48% 43
2017
Q3 		$572K Buy
+2,250
New +$524K 0.45% 44

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Scholtz & Company's BA Position: Q1 2024 in Review

Scholtz & Company sold out of Boeing (BA) in Q1 2024, closing a stake of 1,350 shares — an estimated $352K sold.

Scholtz & Company first reported a position in BA in Q3 2017 and held it in 18 quarters. The position peaked at $5.86M in Q1 2019. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Scholtz & Company reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Scholtz & Company sold 1,350 Boeing shares in Q1 2024, an estimated $352K.
  • Scholtz & Company first reported a position in Boeing in Q3 2017 and held it in 18 quarters.
  • Scholtz & Company's Boeing position peaked at $5.86M in Q1 2019.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Scholtz & Company's 13F filing for Q1 2024, filed 14 May 2024.