Stordahl Capital Management’s Boeing BA Stock Holding History

Stordahl Capital Management’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	-891	Closed	-$232K	–	58
2023 Q4	$232K	Buy	+891	New	+$191K	0.06%	48
2023 Q3	–	Sell	-1,043	Closed	-$220K	–	52
2023 Q2	$220K	Hold	1,043	–	–	0.06%	51
2023 Q1	$222K	Buy	+1,043	New	+$217K	0.07%	50
2022 Q2	–	Sell	-1,153	Closed	-$221K	–	51
2022 Q1	$221K	Buy	+1,153	New	+$231K	0.08%	52
2021 Q2	–	Sell	-812	Closed	-$207K	–	48
2021 Q1	$207K	Buy	+812	New	+$180K	0.09%	44
2020 Q1	–	Sell	-759	Closed	-$247K	–	40
2019 Q4	$247K	Hold	759	–	–	0.1%	40
2019 Q3	$289K	Hold	759	–	–	0.12%	37
2019 Q2	$275K	Hold	759	–	–	0.11%	42
2019 Q1	$285K	Sell	759 -47	-6%	-$18.1K	0.12%	41
2018 Q4	$260K	Buy	806 +47	+6%	+$16.2K	0.13%	39
2018 Q3	$270K	Hold	759	–	–	0.12%	37
2018 Q2	$255K	Hold	759	–	–	0.11%	37
2018 Q1	$249K	Hold	759	–	–	0.12%	38
2017 Q4	$224K	Buy	+759	New	+$205K	0.11%	40

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 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

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

Stordahl Capital Management's BA Position: Q1 2024 in Review

Stordahl Capital Management sold out of Boeing (BA) in Q1 2024, closing a stake of 891 shares — an estimated $232K sold.

Stordahl Capital Management first reported a position in BA in Q4 2017 and held it in 14 quarters. The position peaked at $289K in Q3 2019. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Stordahl Capital Management reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Stordahl Capital Management sold 891 Boeing shares in Q1 2024, an estimated $232K.
Stordahl Capital Management first reported a position in Boeing in Q4 2017 and held it in 14 quarters.
Stordahl Capital Management's Boeing position peaked at $289K in Q3 2019.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Stordahl Capital Management's 13F filing for Q1 2024, filed 18 Apr 2024.