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Cardan Capital Partners’s Boeing BA Stock Holding History

Cardan Capital Partners’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
2021
Q3 		$387K Sell
1,758
-27
-2% -$6.02K 0.04% 174
2021
Q2 		$428K Sell
1,785
-3
-0.2% -$725 0.05% 169
2021
Q1 		$455K Sell
1,788
-4
-0.2% -$889 0.05% 154
2020
Q4 		$384K Buy
1,792
+5
+0.3% +$961 0.05% 156
2020
Q3 		$295K Hold
1,787
– – 0.04% 181
2020
Q2 		$328K Buy
1,787
+349
+24% +$53.6K 0.05% 171
2020
Q1 		$214K Sell
1,438
-100
-7% -$27.4K 0.04% 179
2019
Q4 		$501K Buy
1,538
+42
+3% +$14.9K 0.07% 133
2019
Q3 		$569K Hold
1,496
– – 0.08% 131
2019
Q2 		$545K Sell
1,496
-111
-7% -$40.5K 0.08% 123
2019
Q1 		$613K Buy
1,607
+30
+2% +$11.5K 0.1% 117
2018
Q4 		$509K Sell
1,577
-150
-9% -$51.8K 0.09% 111
2018
Q3 		$642K Sell
1,727
-10
-0.6% -$3.51K 0.1% 104
2018
Q2 		$583K Sell
1,737
-3
-0.2% -$1.03K 0.1% 102
2018
Q1 		$571K Buy
+1,740
New +$588K 0.09% 106

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cardan Capital Partners's BA Position: Q3 2021 in Review

Cardan Capital Partners reduced its Boeing (BA) stake by 1.5% in Q3 2021, selling an estimated $6.02K and leaving 1,758 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #174.

Cardan Capital Partners first reported a position in BA in Q1 2018 and has held it in 15 quarters since. The position peaked at $642K in Q3 2018. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.

  • Cardan Capital Partners held 1,758 shares of Boeing worth $387K as of Q3 2021.
  • Cardan Capital Partners sold 27 Boeing shares in Q3 2021, an estimated $6.02K.
  • Boeing made up 0.04% of Cardan Capital Partners's portfolio in Q3 2021, its #174 holding.
  • Cardan Capital Partners first reported a position in Boeing in Q1 2018 and has held it in 15 quarters since.
  • Cardan Capital Partners's Boeing position peaked at $642K in Q3 2018.
  • 2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.