Umpqua Bank’s Boeing BA Stock Holding History

Umpqua Bank’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 Q3	–	Sell	-1,149	Closed	-$209K	–	154
2024 Q2	$209K	Sell	1,149 -479	-29%	-$85.4K	0.08%	145
2024 Q1	$314K	Buy	+1,628	New	+$335K	0.13%	115

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Umpqua Bank's BA Position: Q3 2024 in Review

Umpqua Bank sold out of Boeing (BA) in Q3 2024, closing a stake of 1,149 shares — an estimated $209K sold.

Umpqua Bank first reported a position in BA in Q1 2024 and held it in 2 quarters. The position peaked at $314K in Q1 2024. 1,957 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Umpqua Bank reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
Umpqua Bank sold 1,149 Boeing shares in Q3 2024, an estimated $209K.
Umpqua Bank first reported a position in Boeing in Q1 2024 and held it in 2 quarters.
Umpqua Bank's Boeing position peaked at $314K in Q1 2024.
1,957 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Umpqua Bank's 13F filing for Q3 2024, filed 30 Oct 2024.