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Winslow Evans & Crocker’s Boeing BA Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$1.21M Buy
5,664
+3,018
+114% +$580K 0.23% 101
2020
Q3 		$438K Sell
2,646
-174
-6% -$29.7K 0.11% 184
2020
Q2 		$517K Buy
2,820
+982
+53% +$151K 0.14% 148
2020
Q1 		$276K Sell
1,838
-2,756
-60% -$754K 0.09% 203
2019
Q4 		$1.5M Sell
4,594
-34
-0.7% -$12K 0.38% 61
2019
Q3 		$1.76M Sell
4,628
-334
-7% -$119K 0.49% 46
2019
Q2 		$1.81M Sell
4,962
-614
-11% -$224K 0.5% 47
2019
Q1 		$2.13M Buy
5,576
+328
+6% +$126K 0.6% 38
2018
Q4 		$1.69M Buy
5,248
+1,086
+26% +$375K 0.57% 40
2018
Q3 		$1.55M Sell
4,162
-118
-3% -$41.5K 0.47% 49
2018
Q2 		$1.44M Buy
4,280
+326
+8% +$112K 0.45% 53
2018
Q1 		$1.3M Buy
3,954
+98
+3% +$33.1K 0.42% 57
2017
Q4 		$1.14M Buy
3,856
+90
+2% +$24.4K 0.37% 64
2017
Q3 		$957K Buy
3,766
+596
+19% +$139K 0.32% 71
2017
Q2 		$613K Sell
3,170
-2,540
-44% -$473K 0.17% 139
2017
Q1 		$1.01M Buy
5,710
+3,140
+122% +$535K 0.32% 66
2016
Q4 		$400K Sell
2,570
-116
-4% -$16.9K 0.12% 166
2016
Q3 		$354K Hold
2,686
– – 0.1% 203
2016
Q2 		$349K Sell
2,686
-590
-18% -$76.9K 0.1% 196
2016
Q1 		$416K Sell
3,276
-2,120
-39% -$263K 0.13% 163
2015
Q4 		$780K Buy
5,396
+110
+2% +$15.8K 0.22% 102
2015
Q3 		$692K Buy
5,286
+104
+2% +$14.4K 0.22% 105
2015
Q2 		$719K Sell
5,182
-594
-10% -$86.6K 0.2% 117
2015
Q1 		$867K Buy
5,776
+100
+2% +$14.6K 0.25% 92
2014
Q4 		$738K Buy
5,676
+210
+4% +$26.6K 0.21% 106
2014
Q3 		$696K Buy
5,466
+786
+17% +$99K 0.2% 119
2014
Q2 		$595K Buy
4,680
+723
+18% +$94.4K 0.2% 129
2014
Q1 		$497K Buy
3,957
+30
+0.8% +$3.91K 0.17% 142
2013
Q4 		$536K Buy
+3,927
New +$510K 0.18% 138

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winslow Evans & Crocker's BA Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Boeing (BA) stake by 114% in Q4 2020, buying an estimated $580K and bringing the position to 5,664 shares worth $1.21M. The position accounts for 0.23% of the portfolio, ranked #101.

Winslow Evans & Crocker first reported a position in BA in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.13M in Q1 2019. 2,038 funds tracked by Wall St. Rank hold BA as of Q4 2020.

  • Winslow Evans & Crocker held 5,664 shares of Boeing worth $1.21M as of Q4 2020.
  • Winslow Evans & Crocker bought 3,018 Boeing shares in Q4 2020, an estimated $580K.
  • Boeing made up 0.23% of Winslow Evans & Crocker's portfolio in Q4 2020, its #101 holding.
  • Winslow Evans & Crocker first reported a position in Boeing in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Boeing position peaked at $2.13M in Q1 2019.
  • 2,038 funds tracked by Wall St. Rank held Boeing as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.