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Whitnell & Co’s Boeing BA Stock Holding History

Whitnell & Co’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
2019
Q4 		$1.24M Buy
3,815
+1,765
+86% +$625K 0.38% 72
2019
Q3 		$780K Buy
2,050
+1,775
+645% +$634K 0.26% 87
2019
Q2 		$100K Sell
275
-85
-24% -$31K 0.04% 164
2019
Q1 		$137K Hold
360
– – 0.05% 155
2018
Q4 		$116K Buy
360
+127
+55% +$43.9K 0.05% 155
2018
Q3 		$87K Hold
233
– – 0.03% 163
2018
Q2 		$78K Hold
233
– – 0.03% 161
2018
Q1 		$76K Buy
+233
New +$78.7K 0.03% 164
2015
Q3 		– Sell
-70
Closed -$10K – 394
2015
Q2 		$10K Sell
70
-130
-65% -$19K ﹤0.01% 224
2015
Q1 		$30K Buy
+200
New +$29.1K 0.01% 196

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Whitnell & Co's BA Position: Q4 2019 in Review

Whitnell & Co increased its Boeing (BA) stake by 86% in Q4 2019, buying an estimated $625K and bringing the position to 3,815 shares worth $1.24M. The position accounts for 0.38% of the portfolio, ranked #72.

Whitnell & Co first reported a position in BA in Q1 2015 and has held it in 10 quarters since. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

  • Whitnell & Co held 3,815 shares of Boeing worth $1.24M as of Q4 2019.
  • Whitnell & Co bought 1,765 Boeing shares in Q4 2019, an estimated $625K.
  • Boeing made up 0.38% of Whitnell & Co's portfolio in Q4 2019, its #72 holding.
  • Whitnell & Co first reported a position in Boeing in Q1 2015 and has held it in 10 quarters since.
  • 2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.