Bluefin Capital Management’s Boeing BA Stock Holding History

Bluefin Capital Management’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
2023 Q4	–	Sell	-24,800	Closed	-$3.46K	–	257
2023 Q3	$3.46K	Buy	+24,800	New	+$5.43M	﹤0.01%	160
2023 Q1	–	Sell	-24,800	Closed	-$23.7K	–	252
2022 Q4	$23.7K	Buy	+24,800	New	+$4.06M	﹤0.01%	314
2020 Q3	–	Sell	-10,000	Closed	-$109K	–	486
2020 Q2	$109K	Sell	10,000 -13,600	-58%	-$2.09M	0.01%	266
2020 Q1	$3K	Buy	+23,600	New	+$6.46M	﹤0.01%	404
2016 Q4	–	Sell	-2,500	Closed	-$18K	–	536
2016 Q3	$18K	Buy	+2,500	New	+$329K	﹤0.01%	373

Other funds holding BA

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bluefin Capital Management's BA Position: Q1 2023 in Review

Bluefin Capital Management sold out of Boeing (BA) in Q1 2023, closing a stake of 1,500 shares — an estimated $312K sold.

Bluefin Capital Management first reported a position in BA in Q2 2013 and held it in 34 quarters. The position peaked at $7.25M in Q2 2015. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Bluefin Capital Management reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
Bluefin Capital Management sold 1,500 Boeing shares in Q1 2023, an estimated $312K.
Bluefin Capital Management first reported a position in Boeing in Q2 2013 and held it in 34 quarters.
Bluefin Capital Management's Boeing position peaked at $7.25M in Q2 2015.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Bluefin Capital Management's 13F filing for Q1 2023, filed 15 May 2023.