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Sullivan, Bruyette, Speros & Blaney’s Boeing BA Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$558K Buy
2,192
+141
+7% +$31.3K 0.02% 170
2020
Q4 		$439K Buy
2,051
+35
+2% +$6.73K 0.02% 182
2020
Q3 		$333K Buy
2,016
+312
+18% +$53.2K 0.02% 192
2020
Q2 		$312K Sell
1,704
-416
-20% -$63.9K 0.02% 180
2020
Q1 		$316K Sell
2,120
-154
-7% -$42.2K 0.02% 165
2019
Q4 		$741K Buy
2,274
+181
+9% +$64.1K 0.04% 112
2019
Q3 		$796K Sell
2,093
-37
-2% -$13.2K 0.05% 99
2019
Q2 		$776K Buy
2,130
+285
+15% +$104K 0.05% 95
2019
Q1 		$704K Buy
1,845
+253
+16% +$97.4K 0.04% 94
2018
Q4 		$513K Hold
1,592
– – 0.04% 109
2018
Q3 		$592K Buy
1,592
+2
+0.1% +$703 0.05% 83
2018
Q2 		$534K Buy
1,590
+1
+0.1% +$344 0.05% 84
2018
Q1 		$521K Buy
1,589
+2
+0.1% +$676 0.05% 85
2017
Q4 		$468K Buy
1,587
+2
+0.1% +$541 0.04% 99
2017
Q3 		$403K Buy
1,585
+198
+14% +$46.2K 0.04% 103
2017
Q2 		$274K Buy
1,387
+1
+0.1% +$186 0.03% 126
2017
Q1 		$245K Buy
+1,386
New +$236K 0.02% 124

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's BA Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its Boeing (BA) stake by 6.9% in Q1 2021, buying an estimated $31.3K and bringing the position to 2,192 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #170.

Sullivan, Bruyette, Speros & Blaney first reported a position in BA in Q1 2017 and has held it in 17 quarters since. The position peaked at $796K in Q3 2019. 2,115 funds tracked by Wall St. Rank hold BA as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 2,192 shares of Boeing worth $558K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 141 Boeing shares in Q1 2021, an estimated $31.3K.
  • Boeing made up 0.02% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #170 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Boeing in Q1 2017 and has held it in 17 quarters since.
  • Sullivan, Bruyette, Speros & Blaney's Boeing position peaked at $796K in Q3 2019.
  • 2,115 funds tracked by Wall St. Rank held Boeing as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.