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Zeke Capital Advisors’s Boeing BA Stock Holding History

Zeke Capital 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
2022
Q4 		$4.99M Sell
26,179
-927
-3% -$152K 0.33% 35
2022
Q3 		$3.28M Sell
27,106
-666
-2% -$102K 0.24% 49
2022
Q2 		$3.8M Buy
27,772
+4,705
+20% +$694K 0.25% 47
2022
Q1 		$4.42M Buy
23,067
+4,060
+21% +$815K 0.22% 51
2021
Q4 		$3.83M Buy
19,007
+205
+1% +$43.3K 0.22% 43
2021
Q3 		$4.13M Sell
18,802
-177
-0.9% -$39.5K 0.24% 44
2021
Q2 		$4.55M Buy
18,979
+227
+1% +$54.9K 0.29% 46
2021
Q1 		$4.78M Buy
18,752
+828
+5% +$184K 0.33% 43
2020
Q4 		$3.84M Buy
17,924
+10,033
+127% +$1.93M 0.31% 43
2020
Q3 		$1.3M Buy
7,891
+2
+0% +$341 0.15% 48
2020
Q2 		$1.45M Buy
7,889
+4,063
+106% +$625K 0.28% 42
2020
Q1 		$571K Sell
3,826
-4,850
-56% -$1.33M 0.16% 76
2019
Q4 		$2.83M Sell
8,676
-1,259
-13% -$446K 0.23% 83
2019
Q3 		$3.78M Sell
9,935
-1,854
-16% -$663K 0.33% 64
2019
Q2 		$4.29M Buy
11,789
+2
+0% +$729 0.4% 59
2019
Q1 		$4.5M Buy
11,787
+890
+8% +$343K 0.42% 50
2018
Q4 		$3.51M Buy
10,897
+3,638
+50% +$1.26M 0.34% 59
2018
Q3 		$2.7M Sell
7,259
-1,028
-12% -$361K 0.22% 76
2018
Q2 		$2.78M Sell
8,287
-3,866
-32% -$1.33M 0.26% 70
2018
Q1 		$3.98M Buy
12,153
+274
+2% +$92.6K 0.37% 53
2017
Q4 		$3.5M Buy
11,879
+1,013
+9% +$274K 0.37% 47
2017
Q3 		$2.76M Buy
10,866
+4,305
+66% +$1M 0.38% 47
2017
Q2 		$1.3M Buy
6,561
+1,277
+24% +$238K 0.25% 57
2017
Q1 		$935K Sell
5,284
-226
-4% -$38.5K 0.19% 64
2016
Q4 		$858K Buy
5,510
+3,332
+153% +$487K 0.23% 46
2016
Q3 		$299K Buy
+2,178
New +$287K 0.13% 58

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Zeke Capital Advisors's BA Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Boeing (BA) stake by 3.4% in Q4 2022, selling an estimated $152K and leaving 26,179 shares worth $4.99M. The position accounts for 0.33% of the portfolio, ranked #35.

Zeke Capital Advisors first reported a position in BA in Q3 2016 and has held it in 26 quarters since. 2,133 funds tracked by Wall St. Rank hold BA as of Q4 2022.

  • Zeke Capital Advisors held 26,179 shares of Boeing worth $4.99M as of Q4 2022.
  • Zeke Capital Advisors sold 927 Boeing shares in Q4 2022, an estimated $152K.
  • Boeing made up 0.33% of Zeke Capital Advisors's portfolio in Q4 2022, its #35 holding.
  • Zeke Capital Advisors first reported a position in Boeing in Q3 2016 and has held it in 26 quarters since.
  • 2,133 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.