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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
2022
Q2 		– Sell
-800
Closed -$153K – 778
2022
Q1 		$153K Buy
800
+51
+7% +$10.2K 0.04% 151
2021
Q4 		$151K Buy
749
+113
+18% +$23.9K 0.04% 154
2021
Q3 		$140K Sell
636
-60
-9% -$13.4K 0.04% 156
2021
Q2 		$169K Buy
696
+49
+8% +$11.8K 0.05% 138
2021
Q1 		$165 Buy
+647
New +$144K 0.05% 138

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
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.