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USA Financial Formulas’s Boeing BA Stock Holding History

USA Financial Formulas’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
2018
Q4 		– Sell
-26,577
Closed -$8.92M – 320
2018
Q3 		$8.92M Buy
26,577
+6,559
+33% +$2.3M 2.26% 11
2018
Q2 		$6.56M Sell
20,018
-118
-0.6% -$40.6K 1.59% 11
2018
Q1 		$6.6M Sell
20,136
-2,478
-11% -$837K 1.59% 10
2017
Q4 		$6.67M Sell
22,614
-9,356
-29% -$2.53M 1.59% 10
2017
Q3 		$8.13M Sell
31,970
-3,620
-10% -$844K 1.94% 2
2017
Q2 		$7.04M Sell
35,590
-8,912
-20% -$1.66M 1.7% 6
2017
Q1 		$7.87M Buy
+44,502
New +$7.58M 1.9% 9

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

USA Financial Formulas's BA Position: Q4 2018 in Review

USA Financial Formulas sold out of Boeing (BA) in Q4 2018, closing a stake of 26,577 shares — an estimated $8.92M sold.

USA Financial Formulas first reported a position in BA in Q1 2017 and held it in 7 quarters. The position peaked at $8.92M in Q3 2018. 2,060 funds tracked by Wall St. Rank hold BA as of Q4 2018.

  • USA Financial Formulas reported no remaining Boeing position as of Q4 2018 after selling out during the quarter.
  • USA Financial Formulas sold 26,577 Boeing shares in Q4 2018, an estimated $8.92M.
  • USA Financial Formulas first reported a position in Boeing in Q1 2017 and held it in 7 quarters.
  • USA Financial Formulas's Boeing position peaked at $8.92M in Q3 2018.
  • 2,060 funds tracked by Wall St. Rank held Boeing as of Q4 2018.

Based on USA Financial Formulas's 13F filing for Q4 2018, filed 14 Feb 2019.