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Zimmermann Investment Management & Planning’s Boeing BA Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-1,567
Closed -$238K – 17
2024
Q3 		$238K Sell
1,567
-146
-9% -$25K 0.07% 132
2024
Q2 		$312K Sell
1,713
-62
-3% -$11.1K 0.1% 105
2024
Q1 		$343K Sell
1,775
-5
-0.3% -$1.03K 0.12% 102
2023
Q4 		$464K Sell
1,780
-20
-1% -$4.28K 0.19% 72
2023
Q3 		$345K Buy
1,800
+15
+0.8% +$3.28K 0.17% 81
2023
Q2 		$377K Buy
1,785
+25
+1% +$5.19K 0.18% 78
2023
Q1 		$374K Buy
1,760
+439
+33% +$91.2K 0.2% 81
2022
Q4 		$252K Buy
+1,321
New +$216K 0.15% 80
2022
Q2 		– Sell
-1,261
Closed -$241K – 86
2022
Q1 		$241K Sell
1,261
-100
-7% -$20.1K 0.14% 75
2021
Q4 		$274K Buy
+1,361
New +$288K 0.15% 75

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Zimmermann Investment Management & Planning's BA Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Boeing (BA) in Q4 2024, closing a stake of 1,567 shares — an estimated $238K sold.

Zimmermann Investment Management & Planning first reported a position in BA in Q4 2021 and held it in 10 quarters. The position peaked at $464K in Q4 2023. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 1,567 Boeing shares in Q4 2024, an estimated $238K.
  • Zimmermann Investment Management & Planning first reported a position in Boeing in Q4 2021 and held it in 10 quarters.
  • Zimmermann Investment Management & Planning's Boeing position peaked at $464K in Q4 2023.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.