Sit Investment Associates’s Boeing BA Stock Holding History

Sit Investment Associates’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
2021 Q3	–	Sell	-240	Closed	-$57K	–	480
2021 Q2	$57K	Hold	240	–	–	﹤0.01%	509
2021 Q1	$61K	Hold	240	–	–	﹤0.01%	506
2020 Q4	$51K	Sell	240 -134	-36%	-$25.8K	﹤0.01%	505
2020 Q3	$62K	Buy	+374	New	+$63.7K	﹤0.01%	492
2020 Q1	–	Sell	-24,570	Closed	-$8M	–	532
2019 Q4	$8M	Sell	24,570 -9,305	-27%	-$3.29M	0.23%	136
2019 Q3	$12.9M	Sell	33,875 -5,540	-14%	-$1.98M	0.4%	70
2019 Q2	$14.3M	Sell	39,415 -4,495	-10%	-$1.64M	0.44%	62
2019 Q1	$16.7M	Buy	43,910 +1,001	+2%	+$385K	0.53%	49
2018 Q4	$13.8M	Sell	42,909 -8,765	-17%	-$3.03M	0.45%	64
2018 Q3	$19.2M	Buy	51,674 +850	+2%	+$299K	0.49%	67
2018 Q2	$17.1M	Hold	50,824	–	–	0.44%	78
2018 Q1	$16.7M	Sell	50,824 -5,985	-11%	-$2.02M	0.41%	82
2017 Q4	$16.8M	Buy	56,809 +56,750	+96,186%	+$15.4M	0.4%	86
2017 Q3	$15K	Hold	59	–	–	﹤0.01%	524
2017 Q2	$12K	Hold	59	–	–	﹤0.01%	506
2017 Q1	$10K	Hold	59	–	–	﹤0.01%	503
2016 Q4	$9K	Buy	+59	New	+$8.62K	﹤0.01%	499

Other funds holding BA

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sit Investment Associates's BA Position: Q3 2021 in Review

Sit Investment Associates sold out of Boeing (BA) in Q3 2021, closing a stake of 240 shares — an estimated $57K sold.

Sit Investment Associates first reported a position in BA in Q4 2016 and held it in 17 quarters. The position peaked at $19.2M in Q3 2018. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.

Sit Investment Associates reported no remaining Boeing position as of Q3 2021 after selling out during the quarter.
Sit Investment Associates sold 240 Boeing shares in Q3 2021, an estimated $57K.
Sit Investment Associates first reported a position in Boeing in Q4 2016 and held it in 17 quarters.
Sit Investment Associates's Boeing position peaked at $19.2M in Q3 2018.
2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Sit Investment Associates's 13F filing for Q3 2021, filed 12 Nov 2021.