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Sturgeon Ventures’s Boeing BA Stock Holding History

Sturgeon Ventures’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 		$11.5K Hold
60
– – 0.02% 40
2023
Q2 		$12.7K Hold
60
– – 0.02% 41
2023
Q1 		$12.7K Buy
+60
New +$12.5K 0.02% 40
2019
Q2 		– Sell
-8,833
Closed -$3.37M – 30
2019
Q1 		$3.37M Buy
+8,833
New +$3.4M 3.56% 12
2018
Q4 		– Sell
-2,067
Closed -$769K – 15
2018
Q3 		$769K Buy
2,067
+387
+23% +$136K 0.63% 21
2018
Q2 		$563K Sell
1,680
-9,618
-85% -$3.31M 0.57% 19
2018
Q1 		$3.71M Buy
11,298
+3,448
+44% +$1.16M 1.68% 22
2017
Q4 		$2.31M Buy
+7,850
New +$2.13M 0.94% 40

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sturgeon Ventures's BA Position: Q3 2023 in Review

Sturgeon Ventures held its Boeing (BA) position steady in Q3 2023 at 60 shares worth $11.5K. The position accounts for 0.02% of the portfolio, ranked #40.

Sturgeon Ventures first reported a position in BA in Q4 2017 and has held it in 8 quarters since. The position peaked at $3.71M in Q1 2018. 2,195 funds tracked by Wall St. Rank hold BA as of Q3 2023.

  • Sturgeon Ventures held 60 shares of Boeing worth $11.5K as of Q3 2023.
  • Sturgeon Ventures left its Boeing share count unchanged in Q3 2023.
  • Boeing made up 0.02% of Sturgeon Ventures's portfolio in Q3 2023, its #40 holding.
  • Sturgeon Ventures first reported a position in Boeing in Q4 2017 and has held it in 8 quarters since.
  • Sturgeon Ventures's Boeing position peaked at $3.71M in Q1 2018.
  • 2,195 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Sturgeon Ventures's 13F filing for Q3 2023, filed 17 Oct 2023.