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Summit Asset Management’s Boeing BA Stock Holding History

Summit Asset 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
2020
Q1 		– Sell
-673
Closed -$219K – 112
2019
Q4 		$219K Hold
673
– – 0.09% 110
2019
Q3 		$256K Hold
673
– – 0.12% 94
2019
Q2 		$245K Hold
673
– – 0.12% 94
2019
Q1 		$257K Sell
673
-50
-7% -$19.2K 0.13% 91
2018
Q4 		$233K Hold
723
– – 0.13% 84
2018
Q3 		$269K Hold
723
– – 0.12% 86
2018
Q2 		$243K Sell
723
-16
-2% -$5.5K 0.12% 93
2018
Q1 		$242K Hold
739
– – 0.12% 95
2017
Q4 		$218K Buy
+739
New +$200K 0.1% 101

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Summit Asset Management's BA Position: Q1 2020 in Review

Summit Asset Management sold out of Boeing (BA) in Q1 2020, closing a stake of 673 shares — an estimated $219K sold.

Summit Asset Management first reported a position in BA in Q4 2017 and held it in 9 quarters. The position peaked at $269K in Q3 2018. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Summit Asset Management reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Summit Asset Management sold 673 Boeing shares in Q1 2020, an estimated $219K.
  • Summit Asset Management first reported a position in Boeing in Q4 2017 and held it in 9 quarters.
  • Summit Asset Management's Boeing position peaked at $269K in Q3 2018.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Summit Asset Management's 13F filing for Q1 2020, filed 8 May 2020.