Squar Milner Financial Services’s Boeing BA Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-2,044	Closed	-$375K	–	20
2020 Q2	$375K	Buy	2,044 +1,600	+360%	+$246K	0.21%	125
2020 Q1	$66K	Sell	444 -433	-49%	-$119K	0.04%	334
2019 Q4	$285K	Sell	877 -348	-28%	-$123K	0.14%	148
2019 Q3	$202K	Buy	1,225 +398	+48%	+$142K	0.1%	212
2019 Q2	$301K	Sell	827 -122	-13%	-$44.5K	0.2%	115
2019 Q1	$361K	Sell	949 -68	-7%	-$26.2K	0.27%	86
2018 Q4	$328K	Hold	1,017	–	–	0.32%	79
2018 Q3	$378K	Sell	1,017 -866	-46%	-$304K	0.34%	72
2018 Q2	$632K	Sell	1,883 -39	-2%	-$13.4K	0.56%	37
2018 Q1	$630K	Sell	1,922 -76	-4%	-$25.7K	0.8%	36
2017 Q4	$681K	Buy	+1,998	New	+$541K	0.82%	30

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

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

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

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

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

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

Squar Milner Financial Services's BA Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Boeing (BA) in Q3 2020, closing a stake of 2,044 shares — an estimated $375K sold.

Squar Milner Financial Services first reported a position in BA in Q4 2017 and held it in 11 quarters. The position peaked at $681K in Q4 2017. 1,738 funds tracked by Wall St. Rank hold BA as of Q3 2020.

Squar Milner Financial Services reported no remaining Boeing position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,044 Boeing shares in Q3 2020, an estimated $375K.
Squar Milner Financial Services first reported a position in Boeing in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Boeing position peaked at $681K in Q4 2017.
1,738 funds tracked by Wall St. Rank held Boeing as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.