Steward Financial Group’s Boeing BA Stock Holding History

Steward 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
2023 Q3	$20K	Sell	108 -2	-2%	-$438	0.01%	245
2023 Q2	$23K	Sell	110 -21	-16%	-$4.36K	0.01%	225
2023 Q1	$27K	Sell	131 -27	-17%	-$5.61K	0.01%	119
2022 Q4	$30K	Buy	+158	New	+$25.8K	0.02%	95
2022 Q3	–	Sell	-94	Closed	-$12K	–	177
2022 Q2	$12K	Buy	94 +84	+840%	+$12.4K	0.01%	213
2022 Q1	$1K	Buy	+10	New	+$2.01K	﹤0.01%	291

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Steward Financial Group's BA Position: Q3 2023 in Review

Steward Financial Group reduced its Boeing (BA) stake by 1.8% in Q3 2023, selling an estimated $438 and leaving 108 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #245.

Steward Financial Group first reported a position in BA in Q1 2022 and has held it in 6 quarters since. The position peaked at $30K in Q4 2022. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

Steward Financial Group held 108 shares of Boeing worth $20K as of Q3 2023.
Steward Financial Group sold 2 Boeing shares in Q3 2023, an estimated $438.
Boeing made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #245 holding.
Steward Financial Group first reported a position in Boeing in Q1 2022 and has held it in 6 quarters since.
Steward Financial Group's Boeing position peaked at $30K in Q4 2022.
2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.