Well Done LLC’s Boeing BA Stock Holding History

Well Done 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
2022 Q3	–	Sell	-1,581	Closed	-$216K	–	166
2022 Q2	$216K	Hold	1,581	–	–	0.05%	159
2022 Q1	$303K	Buy	1,581 +579	+58%	+$116K	0.06%	144
2021 Q4	$202K	Buy	+1,002	New	+$212K	0.04%	178
2021 Q3	–	Sell	-1,063	Closed	-$255K	–	173
2021 Q2	$255K	Buy	+1,063	New	+$257K	0.06%	143
2019 Q1	–	Sell	-178	Closed	-$57K	–	187
2018 Q4	$57K	Buy	+178	New	+$61.5K	0.02%	251

Other funds holding BA

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Well Done LLC's BA Position: Q3 2022 in Review

Well Done LLC sold out of Boeing (BA) in Q3 2022, closing a stake of 1,581 shares — an estimated $216K sold.

Well Done LLC first reported a position in BA in Q4 2018 and held it in 5 quarters. The position peaked at $303K in Q1 2022. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

Well Done LLC reported no remaining Boeing position as of Q3 2022 after selling out during the quarter.
Well Done LLC sold 1,581 Boeing shares in Q3 2022, an estimated $216K.
Well Done LLC first reported a position in Boeing in Q4 2018 and held it in 5 quarters.
Well Done LLC's Boeing position peaked at $303K in Q1 2022.
1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Well Done LLC's 13F filing for Q3 2022, filed 14 Oct 2022.