SeaTown Holdings’s Boeing BA Stock Holding History

SeaTown Holdings’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	-41,500	Closed	-$10.8M	–	21
2023 Q4	$10.8M	Sell	41,500 -23,500	-36%	-$5.03M	0.95%	23
2023 Q3	$12.5M	Sell	65,000 -35,000	-35%	-$7.66M	1.01%	27
2023 Q2	$21.1M	Hold	100,000	–	–	3.28%	12
2023 Q1	$21.2M	Sell	100,000 -10,000	-9%	-$2.08M	2.89%	10
2022 Q4	$21M	Buy	110,000 +50,000	+83%	+$8.18M	3.09%	10
2022 Q3	$7.26M	Buy	60,000 +35,000	+140%	+$5.37M	1.11%	29
2022 Q2	$3.42M	Sell	25,000 -185,000	-88%	-$27.3M	0.74%	32
2022 Q1	$40.2M	Sell	210,000 -20,000	-9%	-$4.01M	2.98%	7
2021 Q4	$46.3M	Sell	230,000 -20,000	-8%	-$4.23M	2.5%	8
2021 Q3	$55M	Buy	250,000 +50,000	+25%	+$11.2M	2.45%	8
2021 Q2	$47.9M	Buy	200,000 +30,000	+18%	+$7.25M	2.32%	8
2021 Q1	$43.3M	Buy	+170,000	New	+$37.8M	2.4%	8
2020 Q2	–	Sell	-35,000	Closed	-$5.22M	–	74
2020 Q1	$5.22M	Buy	+35,000	New	+$9.58M	1.05%	30

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

SeaTown Holdings's BA Position: Q1 2024 in Review

SeaTown Holdings sold out of Boeing (BA) in Q1 2024, closing a stake of 41,500 shares — an estimated $10.8M sold.

SeaTown Holdings first reported a position in BA in Q1 2020 and held it in 13 quarters. The position peaked at $55M in Q3 2021. 2,195 funds tracked by Wall St. Rank hold BA as of Q1 2024.

SeaTown Holdings reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
SeaTown Holdings sold 41,500 Boeing shares in Q1 2024, an estimated $10.8M.
SeaTown Holdings first reported a position in Boeing in Q1 2020 and held it in 13 quarters.
SeaTown Holdings's Boeing position peaked at $55M in Q3 2021.
2,195 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on SeaTown Holdings's 13F filing for Q1 2024, filed 22 Apr 2024.