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Stonehage Fleming Financial Services’s Boeing BA Stock Holding History

Stonehage Fleming 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
2024
Q1 		– Sell
-2,658
Closed -$693K – 190
2023
Q4 		$693K Sell
2,658
-1,295
-33% -$277K 0.02% 75
2023
Q3 		$758K Hold
3,953
– – 0.07% 83
2023
Q2 		$835K Buy
+3,953
New +$821K 0.03% 72
2022
Q3 		– Sell
-4,136
Closed -$565K – 201
2022
Q2 		$565K Hold
4,136
– – 0.02% 109
2022
Q1 		$791K Buy
4,136
+1,455
+54% +$292K 0.02% 91
2021
Q4 		$538K Buy
2,681
+20
+0.8% +$4.23K 0.01% 117
2021
Q3 		$585K Buy
2,661
+2,478
+1,354% +$553K 0.02% 106
2021
Q2 		$44K Buy
+183
New +$44.2K ﹤0.01% 173
2021
Q1 		– Sell
-1,050
Closed -$225K – 186
2020
Q4 		$225K Hold
1,050
– – 0.01% 138
2020
Q3 		$173K Buy
+1,050
New +$179K 0.01% 126
2020
Q1 		– Sell
-2,000
Closed -$652K – 178
2019
Q4 		$652K Buy
+2,000
New +$708K 0.03% 91
2019
Q2 		– Sell
-700
Closed -$267 – 169
2019
Q1 		$267 Sell
700
-7,660
-92% -$2.95M 0.01% 114
2018
Q4 		$2.7M Buy
8,360
+7,100
+563% +$2.45M 0.15% 40
2018
Q3 		$469K Buy
+1,260
New +$443K 0.03% 120
2018
Q2 		– Sell
-166
Closed -$54K – 224
2018
Q1 		$54K Sell
166
-166
-50% -$56.1K ﹤0.01% 192
2017
Q4 		$98K Hold
332
– – 0.01% 195
2017
Q3 		$84K Buy
+332
New +$77.4K ﹤0.01% 207
2016
Q3 		– Sell
-600
Closed -$78K – 319
2016
Q2 		$78K Sell
600
-1,488
-71% -$194K 0.01% 229
2016
Q1 		$265K Buy
2,088
+800
+62% +$99.3K 0.02% 158
2015
Q4 		$186K Hold
1,288
– – 0.02% 85
2015
Q3 		$169K Hold
1,288
– – 0.02% 94
2015
Q2 		$179K Hold
1,288
– – 0.02% 96
2015
Q1 		$193K Hold
1,288
– – 0.02% 100
2014
Q4 		$167K Buy
+1,288
New +$163K 0.02% 116

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

Stonehage Fleming Financial Services's BA Position: Q1 2024 in Review

Stonehage Fleming Financial Services sold out of Boeing (BA) in Q1 2024, closing a stake of 2,658 shares — an estimated $693K sold.

Stonehage Fleming Financial Services first reported a position in BA in Q4 2014 and held it in 24 quarters. The position peaked at $2.7M in Q4 2018. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Stonehage Fleming Financial Services reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 2,658 Boeing shares in Q1 2024, an estimated $693K.
  • Stonehage Fleming Financial Services first reported a position in Boeing in Q4 2014 and held it in 24 quarters.
  • Stonehage Fleming Financial Services's Boeing position peaked at $2.7M in Q4 2018.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2024, filed 14 May 2024.