Spirit of America Management Corp’s Boeing BA Stock Holding History

Spirit of America Management Corp’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	-3,155	Closed	-$574K	–	312
2024 Q2	$574K	Hold	3,155	–	–	0.12%	151
2024 Q1	$609K	Sell	3,155 -200	-6%	-$41.1K	0.12%	140
2023 Q4	$875K	Hold	3,355	–	–	0.19%	111
2023 Q3	$643K	Hold	3,355	–	–	0.15%	120
2023 Q2	$708K	Hold	3,355	–	–	0.16%	114
2023 Q1	$713K	Hold	3,355	–	–	0.16%	117
2022 Q4	$639K	Hold	3,355	–	–	0.14%	128
2022 Q3	$406K	Hold	3,355	–	–	0.1%	152
2022 Q2	$459K	Hold	3,355	–	–	0.1%	151
2022 Q1	$642K	Hold	3,355	–	–	0.13%	136
2021 Q4	$675K	Hold	3,355	–	–	0.14%	138
2021 Q3	$738K	Hold	3,355	–	–	0.16%	126
2021 Q2	$804K	Hold	3,355	–	–	0.17%	124
2021 Q1	$855K	Buy	3,355 +200	+6%	+$44.5K	0.2%	114
2020 Q4	$675K	Sell	3,155 -250	-7%	-$48.1K	0.17%	126
2020 Q3	$563K	Hold	3,405	–	–	0.15%	126
2020 Q2	$624K	Hold	3,405	–	–	0.16%	123
2020 Q1	$508K	Sell	3,405 -500	-13%	-$137K	0.16%	125
2019 Q4	$1.27M	Sell	3,905 -700	-15%	-$248K	0.22%	103
2019 Q3	$1.75M	Hold	4,605	–	–	0.28%	81
2019 Q2	$1.68M	Hold	4,605	–	–	0.25%	85
2019 Q1	$1.76M	Sell	4,605 -1,350	-23%	-$520K	0.26%	79
2018 Q4	$1.92M	Hold	5,955	–	–	0.3%	70
2018 Q3	$2.21M	Hold	5,955	–	–	0.28%	76
2018 Q2	$2M	Hold	5,955	–	–	0.25%	88
2018 Q1	$1.95M	Buy	5,955 +155	+3%	+$52.4K	0.26%	86
2017 Q4	$1.71M	Hold	5,800	–	–	0.19%	98
2017 Q3	$1.47M	Hold	5,800	–	–	0.16%	108
2017 Q2	$1.15M	Buy	5,800 +600	+12%	+$112K	0.12%	121
2017 Q1	$920K	Hold	5,200	–	–	0.1%	135
2016 Q4	$810K	Hold	5,200	–	–	0.09%	144
2016 Q3	$685K	Hold	5,200	–	–	0.09%	161
2016 Q2	$675K	Hold	5,200	–	–	0.1%	152
2016 Q1	$660K	Sell	5,200 -1,000	-16%	-$124K	0.12%	152
2015 Q4	$896K	Hold	6,200	–	–	0.17%	116
2015 Q3	$812K	Hold	6,200	–	–	0.17%	121
2015 Q2	$860K	Hold	6,200	–	–	0.17%	127
2015 Q1	$930K	Hold	6,200	–	–	0.2%	118
2014 Q4	$806K	Hold	6,200	–	–	0.2%	133
2014 Q3	$790K	Sell	6,200 -800	-11%	-$101K	0.24%	126
2014 Q2	$891K	Sell	7,000 -930	-12%	-$121K	0.36%	94
2014 Q1	$995K	Buy	+7,930	New	+$1.03M	0.41%	78
2013 Q4	–	Sell	-9,630	Closed	-$1.13M	–	92
2013 Q3	$1.13M	Hold	9,630	–	–	0.42%	69
2013 Q2	$986K	Buy	+9,630	New	+$915K	0.36%	89

Other funds holding BA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Spirit of America Management Corp's BA Position: Q3 2024 in Review

Spirit of America Management Corp sold out of Boeing (BA) in Q3 2024, closing a stake of 3,155 shares — an estimated $574K sold.

Spirit of America Management Corp first reported a position in BA in Q2 2013 and held it in 44 quarters. The position peaked at $2.21M in Q3 2018. 1,958 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Spirit of America Management Corp reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
Spirit of America Management Corp sold 3,155 Boeing shares in Q3 2024, an estimated $574K.
Spirit of America Management Corp first reported a position in Boeing in Q2 2013 and held it in 44 quarters.
Spirit of America Management Corp's Boeing position peaked at $2.21M in Q3 2018.
1,958 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Spirit of America Management Corp's 13F filing for Q3 2024, filed 23 Oct 2024.