Shepherd Financial Partners’s Boeing BA Stock Holding History

Shepherd Financial Partners’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	-1,263	Closed	-$230K	–	217
2024 Q2	$230K	Buy	+1,263	New	+$225K	0.03%	198
2020 Q1	–	Sell	-3,472	Closed	-$1.13M	–	117
2019 Q4	$1.13M	Buy	3,472 +19	+0.6%	+$6.73K	0.26%	64
2019 Q3	$1.31M	Sell	3,453 -58	-2%	-$20.7K	0.33%	53
2019 Q2	$1.28M	Sell	3,511 -97	-3%	-$35.4K	0.24%	54
2019 Q1	$1.38M	Buy	3,608 +202	+6%	+$77.8K	0.27%	52
2018 Q4	$1.1M	Buy	3,406 +1,287	+61%	+$445K	0.24%	51
2018 Q3	$711K	Hold	2,119	–	–	0.16%	72
2018 Q2	$712K	Buy	+2,119	New	+$729K	0.16%	72

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Shepherd Financial Partners's BA Position: Q3 2024 in Review

Shepherd Financial Partners sold out of Boeing (BA) in Q3 2024, closing a stake of 1,263 shares — an estimated $230K sold.

Shepherd Financial Partners first reported a position in BA in Q2 2018 and held it in 8 quarters. The position peaked at $1.38M in Q1 2019. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Shepherd Financial Partners reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
Shepherd Financial Partners sold 1,263 Boeing shares in Q3 2024, an estimated $230K.
Shepherd Financial Partners first reported a position in Boeing in Q2 2018 and held it in 8 quarters.
Shepherd Financial Partners's Boeing position peaked at $1.38M in Q1 2019.
1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Shepherd Financial Partners's 13F filing for Q3 2024, filed 28 Oct 2024.