Blue Harbour Group’s Boyd Gaming BYD Stock Holding History

Blue Harbour Group’s Portfolio BYD Stock Details BYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,076,000	Closed	-$29.4M	–	14
2019 Q1	$29.4M	Sell	1,076,000 -539,000	-33%	-$14.7M	1.72%	13
2018 Q4	$33.6M	Buy	+1,615,000	New	+$42.5M	1.79%	12

Other funds holding BYD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blue Harbour Group's BYD Position: Q2 2019 in Review

Blue Harbour Group sold out of Boyd Gaming (BYD) in Q2 2019, closing a stake of 1,076,000 shares — an estimated $29.4M sold.

Blue Harbour Group first reported a position in BYD in Q4 2018 and held it in 2 quarters. The position peaked at $33.6M in Q4 2018. 221 funds tracked by Wall St. Rank hold BYD as of Q2 2019.

Blue Harbour Group reported no remaining Boyd Gaming position as of Q2 2019 after selling out during the quarter.
Blue Harbour Group sold 1,076,000 Boyd Gaming shares in Q2 2019, an estimated $29.4M.
Blue Harbour Group first reported a position in Boyd Gaming in Q4 2018 and held it in 2 quarters.
Blue Harbour Group's Boyd Gaming position peaked at $33.6M in Q4 2018.
221 funds tracked by Wall St. Rank held Boyd Gaming as of Q2 2019.

Based on Blue Harbour Group's 13F filing for Q2 2019, filed 14 Aug 2019.