Unified Trust Company’s Boeing BA Stock Holding History

Unified Trust Company’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 Q3	$298K	Hold	1,353	–	–	0.09%	70
2021 Q2	$324K	Hold	1,353	–	–	0.1%	66
2021 Q1	$344K	Hold	1,353	–	–	0.11%	64
2020 Q4	$285K	Sell	1,353 -274	-17%	-$52.7K	0.17%	50
2020 Q3	$268K	Hold	1,627	–	–	0.19%	49
2020 Q2	$298K	Sell	1,627 -200	-11%	-$30.7K	0.22%	50
2020 Q1	$272K	Buy	1,827 +274	+18%	+$75K	0.18%	50
2019 Q4	$505K	Hold	1,553	–	–	0.31%	41
2019 Q3	$590K	Buy	1,553 +200	+15%	+$71.5K	0.39%	40
2019 Q2	$492K	Hold	1,353	–	–	0.34%	39
2019 Q1	$516K	Hold	1,353	–	–	0.39%	38
2018 Q4	$436K	Buy	+1,353	New	+$467K	0.4%	41

Other funds holding BA

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Unified Trust Company's BA Position: Q3 2021 in Review

Unified Trust Company held its Boeing (BA) position steady in Q3 2021 at 1,353 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #70.

Unified Trust Company first reported a position in BA in Q4 2018 and has held it in 12 quarters since. The position peaked at $590K in Q3 2019. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.

Unified Trust Company held 1,353 shares of Boeing worth $298K as of Q3 2021.
Unified Trust Company left its Boeing share count unchanged in Q3 2021.
Boeing made up 0.09% of Unified Trust Company's portfolio in Q3 2021, its #70 holding.
Unified Trust Company first reported a position in Boeing in Q4 2018 and has held it in 12 quarters since.
Unified Trust Company's Boeing position peaked at $590K in Q3 2019.
2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.