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YHB Investment Advisors’s Boeing BA Stock Holding History

YHB Investment Advisors’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
Q2 		– Sell
-1,154
Closed -$223K – 277
2024
Q1 		$223K Sell
1,154
-185
-14% -$38K 0.02% 259
2023
Q4 		$349K Sell
1,339
-25
-2% -$5.35K 0.03% 216
2023
Q3 		$261K Hold
1,364
– – 0.02% 235
2023
Q2 		$288K Sell
1,364
-56
-4% -$11.6K 0.03% 230
2023
Q1 		$302K Hold
1,420
– – 0.03% 229
2022
Q4 		$270K Buy
+1,420
New +$232K 0.03% 234
2022
Q3 		– Sell
-1,535
Closed -$210K – 282
2022
Q2 		$210K Sell
1,535
-330
-18% -$48.7K 0.02% 269
2022
Q1 		$357K Sell
1,865
-181
-9% -$36.3K 0.03% 219
2021
Q4 		$412K Sell
2,046
-449
-18% -$94.9K 0.03% 226
2021
Q3 		$549K Sell
2,495
-50
-2% -$11.2K 0.05% 193
2021
Q2 		$610K Hold
2,545
– – 0.05% 189
2021
Q1 		$632K Buy
2,545
+376
+17% +$83.6K 0.05% 187
2020
Q4 		$464K Sell
2,169
-189
-8% -$36.3K 0.04% 198
2020
Q3 		$390K Sell
2,358
-225
-9% -$38.3K 0.04% 203
2020
Q2 		$473K Buy
2,583
+265
+11% +$40.7K 0.07% 135
2020
Q1 		$346K Buy
2,318
+148
+7% +$40.5K 0.06% 131
2019
Q4 		$707K Sell
2,170
-25
-1% -$8.85K 0.1% 122
2019
Q3 		$835K Buy
2,195
+720
+49% +$257K 0.13% 117
2019
Q2 		$537K Sell
1,475
-585
-28% -$213K 0.09% 132
2019
Q1 		$786K Sell
2,060
-5
-0.2% -$1.93K 0.12% 126
2018
Q4 		$666K Sell
2,065
-25
-1% -$8.64K 0.12% 123
2018
Q3 		$777K Sell
2,090
-30
-1% -$10.5K 0.12% 129
2018
Q2 		$711K Sell
2,120
-126
-6% -$43.3K 0.12% 127
2018
Q1 		$736K Sell
2,246
-185
-8% -$62.5K 0.12% 123
2017
Q4 		$717K Sell
2,431
-125
-5% -$33.8K 0.12% 119
2017
Q3 		$650K Buy
2,556
+100
+4% +$23.3K 0.12% 122
2017
Q2 		$486K Hold
2,456
– – 0.08% 130
2017
Q1 		$454K Sell
2,456
-50
-2% -$8.52K 0.09% 130
2016
Q4 		$390K Hold
2,506
– – 0.08% 133
2016
Q3 		$330K Buy
2,506
+34
+1% +$4.48K 0.08% 134
2016
Q2 		$321K Buy
2,472
+30
+1% +$3.91K 0.07% 138
2016
Q1 		$310K Sell
2,442
-70
-3% -$8.69K 0.08% 130
2015
Q4 		$363K Sell
2,512
-182
-7% -$26.2K 0.08% 131
2015
Q3 		$353K Buy
2,694
+35
+1% +$4.86K 0.08% 131
2015
Q2 		$369K Sell
2,659
-100
-4% -$14.6K 0.08% 132
2015
Q1 		$414K Sell
2,759
-20
-0.7% -$2.91K 0.09% 130
2014
Q4 		$361K Buy
2,779
+218
+9% +$27.6K 0.08% 131
2014
Q3 		$326K Sell
2,561
-134
-5% -$16.9K 0.08% 131
2014
Q2 		$343K Buy
2,695
+500
+23% +$65.3K 0.08% 127
2014
Q1 		$275K Sell
2,195
-100
-4% -$13K 0.07% 137
2013
Q4 		$313K Buy
2,295
+50
+2% +$6.5K 0.08% 131
2013
Q3 		$264K Sell
2,245
-150
-6% -$16.2K 0.08% 131
2013
Q2 		$245K Buy
+2,395
New +$228K 0.08% 135

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

YHB Investment Advisors's BA Position: Q2 2024 in Review

YHB Investment Advisors sold out of Boeing (BA) in Q2 2024, closing a stake of 1,154 shares — an estimated $223K sold.

YHB Investment Advisors first reported a position in BA in Q2 2013 and held it in 43 quarters. The position peaked at $835K in Q3 2019. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • YHB Investment Advisors reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • YHB Investment Advisors sold 1,154 Boeing shares in Q2 2024, an estimated $223K.
  • YHB Investment Advisors first reported a position in Boeing in Q2 2013 and held it in 43 quarters.
  • YHB Investment Advisors's Boeing position peaked at $835K in Q3 2019.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on YHB Investment Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.