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Sunflower Bank Wealth Management’s Boeing BA Stock Holding History

Sunflower Bank 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
2020
Q3 		$684K Buy
4,135
+150
+4% +$25.6K 0.23% 57
2020
Q2 		$731K Buy
3,985
+500
+14% +$76.9K 0.25% 53
2020
Q1 		$520K Buy
3,485
+1,110
+47% +$304K 0.2% 66
2019
Q4 		$774K Sell
2,375
-25
-1% -$8.85K 0.24% 63
2019
Q3 		$913K Hold
2,400
– – 0.29% 54
2019
Q2 		$874K Sell
2,400
-95
-4% -$34.6K 0.28% 54
2019
Q1 		$952K Hold
2,495
– – 0.29% 52
2018
Q4 		$804K Sell
2,495
-65
-3% -$22.5K 0.26% 59
2018
Q3 		$952K Sell
2,560
-135
-5% -$47.4K 0.27% 54
2018
Q2 		$904K Hold
2,695
– – 0.26% 60
2018
Q1 		$884K Sell
2,695
-140
-5% -$47.3K 0.24% 62
2017
Q4 		$836K Sell
2,835
-130
-4% -$35.2K 0.23% 66
2017
Q3 		$754K Sell
2,965
-85
-3% -$19.8K 0.27% 47
2017
Q2 		$603K Hold
3,050
– – 0.2% 57
2017
Q1 		$539K Hold
3,050
– – 0.18% 56
2016
Q4 		$475K Hold
3,050
– – 0.17% 58
2016
Q3 		$402K Hold
3,050
– – 0.15% 67
2016
Q2 		$396K Sell
3,050
-270
-8% -$35.2K 0.14% 67
2016
Q1 		$421K Hold
3,320
– – 0.15% 65
2015
Q4 		$480K Hold
3,320
– – 0.17% 61
2015
Q3 		$434K Sell
3,320
-100
-3% -$13.9K 0.16% 61
2015
Q2 		$474K Sell
3,420
-300
-8% -$43.8K 0.16% 60
2015
Q1 		$558K Buy
3,720
+200
+6% +$29.1K 0.18% 60
2014
Q4 		$458K Hold
3,520
– – 0.15% 71
2014
Q3 		$449K Buy
3,520
+200
+6% +$25.2K 0.15% 66
2014
Q2 		$423K Sell
3,320
-150
-4% -$19.6K 0.17% 70
2014
Q1 		$436K Sell
3,470
-100
-3% -$13K 0.21% 65
2013
Q4 		$487K Sell
3,570
-280
-7% -$36.4K 0.25% 58
2013
Q3 		$453K Sell
3,850
-100
-3% -$10.8K 0.25% 59
2013
Q2 		$404K Buy
+3,950
New +$375K 0.22% 58

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sunflower Bank Wealth Management's BA Position: Q3 2020 in Review

Sunflower Bank Wealth Management increased its Boeing (BA) stake by 3.8% in Q3 2020, buying an estimated $25.6K and bringing the position to 4,135 shares worth $684K. The position accounts for 0.23% of the portfolio, ranked #57.

Sunflower Bank Wealth Management first reported a position in BA in Q2 2013 and has held it in 30 quarters since. The position peaked at $952K in Q1 2019. 1,737 funds tracked by Wall St. Rank hold BA as of Q3 2020.

  • Sunflower Bank Wealth Management held 4,135 shares of Boeing worth $684K as of Q3 2020.
  • Sunflower Bank Wealth Management bought 150 Boeing shares in Q3 2020, an estimated $25.6K.
  • Boeing made up 0.23% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #57 holding.
  • Sunflower Bank Wealth Management first reported a position in Boeing in Q2 2013 and has held it in 30 quarters since.
  • Sunflower Bank Wealth Management's Boeing position peaked at $952K in Q1 2019.
  • 1,737 funds tracked by Wall St. Rank held Boeing as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.