Sierra Capital’s Boeing BA Stock Holding History

Sierra Capital’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
2023 Q1	–	Sell	-137	Closed	-$26K	–	221
2022 Q4	$26K	Buy	137 +8	+6%	+$1.31K	﹤0.01%	295
2022 Q3	$16K	Sell	129 -416	-76%	-$63.8K	﹤0.01%	331
2022 Q2	$75K	Sell	545 -40	-7%	-$5.9K	0.01%	292
2022 Q1	$112K	Hold	585	–	–	0.02%	271
2021 Q4	$118K	Buy	585 +40	+7%	+$8.45K	0.02%	283
2021 Q3	$120K	Hold	545	–	–	0.02%	251
2021 Q2	$131K	Hold	545	–	–	0.02%	223
2021 Q1	$139K	Buy	+545	New	+$121K	0.03%	216

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 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

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

Sierra Capital's BA Position: Q1 2023 in Review

Sierra Capital sold out of Boeing (BA) in Q1 2023, closing a stake of 137 shares — an estimated $26K sold.

Sierra Capital first reported a position in BA in Q1 2021 and held it in 8 quarters. The position peaked at $139K in Q1 2021. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Sierra Capital reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 137 Boeing shares in Q1 2023, an estimated $26K.
Sierra Capital first reported a position in Boeing in Q1 2021 and held it in 8 quarters.
Sierra Capital's Boeing position peaked at $139K in Q1 2021.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.