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Stillwater Investment Management (Minnesota)’s Boeing BA Stock Holding History

Stillwater Investment Management (Minnesota)’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
Q1 		$445K Sell
2,096
-64
-3% -$13.3K 0.12% 68
2022
Q4 		$412K Hold
2,160
– – 0.12% 66
2022
Q3 		$262K Sell
2,160
-61
-3% -$9.36K 0.08% 75
2022
Q2 		$304K Sell
2,221
-208
-9% -$30.7K 0.09% 74
2022
Q1 		$465K Sell
2,429
-379
-13% -$76.1K 0.12% 66
2021
Q4 		$565K Hold
2,808
– – 0.14% 60
2021
Q3 		$618K Hold
2,808
– – 0.16% 59
2021
Q2 		$673K Hold
2,808
– – 0.18% 56
2021
Q1 		$715K Sell
2,808
-140
-5% -$31.1K 0.21% 55
2020
Q4 		$631K Buy
2,948
+700
+31% +$135K 0.19% 53
2020
Q3 		$371K Buy
2,248
+20
+0.9% +$3.41K 0.13% 59
2020
Q2 		$408K Hold
2,228
– – 0.16% 58
2020
Q1 		$332K Buy
2,228
+83
+4% +$22.7K 0.16% 58
2019
Q4 		$699K Buy
2,145
+12
+0.6% +$4.25K 0.26% 52
2019
Q3 		$811K Buy
2,133
+13
+0.6% +$4.65K 0.34% 52
2019
Q2 		$772K Buy
2,120
+12
+0.6% +$4.38K 0.32% 52
2019
Q1 		$804K Buy
2,108
+10
+0.5% +$3.85K 0.33% 52
2018
Q4 		$677K Buy
2,098
+11
+0.5% +$3.8K 0.32% 52
2018
Q3 		$776K Buy
2,087
+35
+2% +$12.3K 0.31% 52
2018
Q2 		$688K Buy
2,052
+10
+0.5% +$3.44K 0.3% 55
2018
Q1 		$670K Sell
2,042
-56,231
-96% -$19M 0.29% 54
2017
Q4 		$3.11M Buy
58,273
+56,251
+2,782% +$15.2M 1.89% 16
2017
Q3 		$514K Buy
2,022
+12
+0.6% +$2.8K 0.23% 59
2017
Q2 		$397K Buy
2,010
+15
+0.8% +$2.79K 0.19% 59
2017
Q1 		$353K Buy
1,995
+16
+0.8% +$2.73K 0.17% 62
2016
Q4 		$308K Buy
1,979
+14
+0.7% +$2.04K 0.16% 65
2016
Q3 		$259K Buy
1,965
+16
+0.8% +$2.11K 0.14% 68
2016
Q2 		$253K Buy
1,949
+16
+0.8% +$2.09K 0.14% 67
2016
Q1 		$245K Buy
1,933
+17
+0.9% +$2.11K 0.15% 67
2015
Q4 		$277K Buy
1,916
+100
+6% +$14.4K 0.17% 64
2015
Q3 		$238K Buy
1,816
+12
+0.7% +$1.66K 0.16% 63
2015
Q2 		$250K Buy
+1,804
New +$263K 0.16% 64

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stillwater Investment Management (Minnesota)'s BA Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) reduced its Boeing (BA) stake by 3% in Q1 2023, selling an estimated $13.3K and leaving 2,096 shares worth $445K. The position accounts for 0.12% of the portfolio, ranked #68.

Stillwater Investment Management (Minnesota) first reported a position in BA in Q2 2015 and has held it in 32 quarters since. The position peaked at $3.11M in Q4 2017. 2,191 funds tracked by Wall St. Rank hold BA as of Q1 2023.

  • Stillwater Investment Management (Minnesota) held 2,096 shares of Boeing worth $445K as of Q1 2023.
  • Stillwater Investment Management (Minnesota) sold 64 Boeing shares in Q1 2023, an estimated $13.3K.
  • Boeing made up 0.12% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #68 holding.
  • Stillwater Investment Management (Minnesota) first reported a position in Boeing in Q2 2015 and has held it in 32 quarters since.
  • Stillwater Investment Management (Minnesota)'s Boeing position peaked at $3.11M in Q4 2017.
  • 2,191 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.