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True North Advisors’s Boeing BA Stock Holding History

True North Advisors’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 		– Sell
-27,228
Closed -$4.14M – 190
2024
Q3 		$4.14M Hold
27,228
– – 1.08% 14
2024
Q2 		$4.96M Buy
27,228
+30
+0.1% +$5.35K 1.32% 11
2024
Q1 		$5.25M Buy
27,198
+3,534
+15% +$726K 1.45% 8
2023
Q4 		$6.17M Sell
23,664
-68
-0.3% -$14.5K 1.58% 9
2023
Q3 		$4.55M Sell
23,732
-82
-0.3% -$17.9K 1.4% 9
2023
Q2 		$5.03M Buy
23,814
+151
+0.6% +$31.4K 1.43% 9
2023
Q1 		$5.03M Sell
23,663
-5
-0% -$1.04K 1.48% 10
2022
Q4 		$4.51M Sell
23,668
-311
-1% -$50.9K 1.54% 12
2022
Q3 		$2.9M Sell
23,979
-97
-0.4% -$14.9K 0.95% 23
2022
Q2 		$3.29M Buy
24,076
+283
+1% +$41.7K 1.03% 17
2022
Q1 		$4.56M Sell
23,793
-318
-1% -$63.8K 1.23% 13
2021
Q4 		$4.85M Sell
24,111
-3,614
-13% -$764K 0.82% 22
2021
Q3 		$6.1M Buy
+27,725
New +$6.18M 1.2% 16

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

True North Advisors's BA Position: Q4 2024 in Review

True North Advisors sold out of Boeing (BA) in Q4 2024, closing a stake of 27,228 shares — an estimated $4.14M sold.

True North Advisors first reported a position in BA in Q3 2021 and held it in 13 quarters. The position peaked at $6.17M in Q4 2023. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • True North Advisors reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
  • True North Advisors sold 27,228 Boeing shares in Q4 2024, an estimated $4.14M.
  • True North Advisors first reported a position in Boeing in Q3 2021 and held it in 13 quarters.
  • True North Advisors's Boeing position peaked at $6.17M in Q4 2023.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on True North Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.