Sugarloaf Wealth Management’s Boeing BA Stock Holding History

Sugarloaf Wealth 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 Q4	$68.7K	Sell	388 -135	-26%	-$21.2K	0.01%	263
2024 Q3	$79.5K	Sell	523 -15	-3%	-$2.57K	0.02%	258
2024 Q2	$97.9K	Hold	538	–	–	0.02%	231
2024 Q1	$104K	Hold	538	–	–	0.02%	225
2023 Q4	$140K	Hold	538	–	–	0.03%	188
2023 Q3	$103K	Hold	538	–	–	0.03%	209
2023 Q2	$114K	Sell	538 -265	-33%	-$55K	0.03%	196
2023 Q1	$171K	Sell	803 -170	-17%	-$35.3K	0.04%	147
2022 Q4	$185K	Sell	973 -2	-0.2%	-$327	0.05%	131
2022 Q3	$119K	Hold	975	–	–	0.03%	181
2022 Q2	$133K	Buy	+975	New	+$144K	0.03%	160
2021 Q1	–	Sell	-660	Closed	-$147K	–	746
2020 Q4	$141K	Sell	660 -112	-15%	-$21.5K	0.05%	141
2020 Q3	$128K	Sell	772 -93	-11%	-$15.8K	0.05%	141
2020 Q2	$159K	Sell	865 -794	-48%	-$122K	0.06%	125
2020 Q1	$247K	Buy	1,659 +260	+19%	+$71.2K	0.11%	91
2019 Q4	$456K	Buy	+1,399	New	+$495K	0.19%	78

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Sugarloaf Wealth Management's BA Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Boeing (BA) stake by 26% in Q4 2024, selling an estimated $21.2K and leaving 388 shares worth $68.7K. The position accounts for 0.01% of the portfolio, ranked #263.

Sugarloaf Wealth Management first reported a position in BA in Q4 2019 and has held it in 16 quarters since. The position peaked at $456K in Q4 2019. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

Sugarloaf Wealth Management held 388 shares of Boeing worth $68.7K as of Q4 2024.
Sugarloaf Wealth Management sold 135 Boeing shares in Q4 2024, an estimated $21.2K.
Boeing made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #263 holding.
Sugarloaf Wealth Management first reported a position in Boeing in Q4 2019 and has held it in 16 quarters since.
Sugarloaf Wealth Management's Boeing position peaked at $456K in Q4 2019.
2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.