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Snider Financial Group’s Boeing BA Stock Holding History

Snider Financial Group’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
Q1 		– Sell
-18,031
Closed -$4.7M – 61
2023
Q4 		$4.7M Buy
18,031
+587
+3% +$126K 2.17% 18
2023
Q3 		$3.34M Sell
17,444
-3,718
-18% -$813K 1.62% 20
2023
Q2 		$4.47M Buy
21,162
+850
+4% +$177K 2.14% 14
2023
Q1 		$4.31M Sell
20,312
-2,146
-10% -$446K 2.3% 12
2022
Q4 		$4.28M Sell
22,458
-2,508
-10% -$410K 2.36% 12
2022
Q3 		$3.33M Sell
24,966
-3,540
-12% -$543K 1.81% 18
2022
Q2 		$3.9M Buy
28,506
+3,457
+14% +$510K 2.12% 18
2022
Q1 		$4.8M Buy
25,049
+6,823
+37% +$1.37M 2.18% 17
2021
Q4 		$3.79M Buy
18,226
+889
+5% +$188K 1.61% 22
2021
Q3 		$3.59M Buy
17,337
+5,038
+41% +$1.12M 1.56% 24
2021
Q2 		$2.68M Buy
+12,299
New +$2.97M 1.26% 28

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Snider Financial Group's BA Position: Q1 2024 in Review

Snider Financial Group sold out of Boeing (BA) in Q1 2024, closing a stake of 18,031 shares — an estimated $4.7M sold.

Snider Financial Group first reported a position in BA in Q2 2021 and held it in 11 quarters. The position peaked at $4.8M in Q1 2022. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Snider Financial Group reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Snider Financial Group sold 18,031 Boeing shares in Q1 2024, an estimated $4.7M.
  • Snider Financial Group first reported a position in Boeing in Q2 2021 and held it in 11 quarters.
  • Snider Financial Group's Boeing position peaked at $4.8M in Q1 2022.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Snider Financial Group's 13F filing for Q1 2024, filed 30 Apr 2024.