Unionview LLC’s Boeing BA Stock Holding History

Unionview LLC’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	$435K	Sell	2,457 -76	-3%	-$11.9K	0.32%	48
2024 Q3	$385K	Hold	2,533	–	–	0.3%	55
2024 Q2	$461K	Sell	2,533 -38	-1%	-$6.77K	0.38%	45
2024 Q1	$496K	Sell	2,571 -618	-19%	-$127K	0.41%	43
2023 Q4	$831K	Sell	3,189 -30	-0.9%	-$6.42K	0.75%	25
2023 Q3	$617K	Buy	3,219 +115	+4%	+$25.2K	0.58%	35
2023 Q2	$655K	Sell	3,104 -249	-7%	-$51.7K	0.6%	33
2023 Q1	$712K	Sell	3,353 -52	-2%	-$10.8K	0.67%	26
2022 Q4	$649K	Hold	3,405	–	–	0.65%	30
2022 Q3	$412K	Buy	3,405 +42	+1%	+$6.44K	0.47%	42
2022 Q2	$460K	Buy	3,363 +58	+2%	+$8.56K	0.51%	39
2022 Q1	$633K	Sell	3,305 -146	-4%	-$29.3K	0.59%	31
2021 Q4	$695K	Buy	+3,451	New	+$729K	0.65%	29

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

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Unionview LLC's BA Position: Q4 2024 in Review

Unionview LLC reduced its Boeing (BA) stake by 3% in Q4 2024, selling an estimated $11.9K and leaving 2,457 shares worth $435K. The position accounts for 0.32% of the portfolio, ranked #48.

Unionview LLC first reported a position in BA in Q4 2021 and has held it in 13 quarters since. The position peaked at $831K in Q4 2023. 2,184 funds tracked by Wall St. Rank hold BA as of Q4 2024.

Unionview LLC held 2,457 shares of Boeing worth $435K as of Q4 2024.
Unionview LLC sold 76 Boeing shares in Q4 2024, an estimated $11.9K.
Boeing made up 0.32% of Unionview LLC's portfolio in Q4 2024, its #48 holding.
Unionview LLC first reported a position in Boeing in Q4 2021 and has held it in 13 quarters since.
Unionview LLC's Boeing position peaked at $831K in Q4 2023.
2,184 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.