Siemens Fonds Invest’s Boeing BA Stock Holding History

Siemens Fonds Invest’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	-3,595	Closed	-$654K	–	442
2024 Q2	$654K	Sell	3,595 -27	-0.7%	-$4.81K	0.05%	240
2024 Q1	$699K	Sell	3,622 -240	-6%	-$49.3K	0.05%	242
2023 Q4	$1.01M	Buy	3,862 +1,460	+61%	+$312K	0.08%	215
2023 Q3	$460K	Buy	2,402 +23	+1%	+$5.03K	0.05%	259
2023 Q2	$500K	Buy	2,379 +23	+1%	+$4.78K	0.05%	247
2023 Q1	$500K	Sell	2,356 -64	-3%	-$13.3K	0.05%	247
2022 Q4	$461K	Sell	2,420 -677	-22%	-$111K	0.05%	253
2022 Q3	$375K	Hold	3,097	–	–	0.04%	282
2022 Q2	$423K	Buy	3,097 +22	+0.7%	+$3.25K	0.04%	273
2022 Q1	$589K	Hold	3,075	–	–	0.05%	251
2021 Q4	$623K	Sell	3,075 -20	-0.6%	-$4.23K	0.04%	256
2021 Q3	$681K	Buy	+3,095	New	+$690K	0.05%	234

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

Siemens Fonds Invest's BA Position: Q3 2024 in Review

Siemens Fonds Invest sold out of Boeing (BA) in Q3 2024, closing a stake of 3,595 shares — an estimated $654K sold.

Siemens Fonds Invest first reported a position in BA in Q3 2021 and held it in 12 quarters. The position peaked at $1.01M in Q4 2023. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Siemens Fonds Invest reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
Siemens Fonds Invest sold 3,595 Boeing shares in Q3 2024, an estimated $654K.
Siemens Fonds Invest first reported a position in Boeing in Q3 2021 and held it in 12 quarters.
Siemens Fonds Invest's Boeing position peaked at $1.01M in Q4 2023.
1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Siemens Fonds Invest's 13F filing for Q3 2024, filed 14 Nov 2024.