Sierra Ocean’s Boeing BA Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-126	Closed	-$26.4K	–	135
2025 Q2	$26.4K	Buy	126 +35	+38%	+$6.61K	0.02%	285
2025 Q1	$15.5K	Sell	91 -58	-39%	-$10K	0.01%	348
2024 Q4	$26.4K	Buy	+149	New	+$23.4K	0.02%	255

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sierra Ocean's BA Position: Q3 2025 in Review

Sierra Ocean sold out of Boeing (BA) in Q3 2025, closing a stake of 126 shares — an estimated $26.4K sold.

Sierra Ocean first reported a position in BA in Q4 2024 and held it in 3 quarters. The position peaked at $26.4K in Q2 2025. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

Sierra Ocean reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 126 Boeing shares in Q3 2025, an estimated $26.4K.
Sierra Ocean first reported a position in Boeing in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Boeing position peaked at $26.4K in Q2 2025.
2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.