Cavalier Investments’s Boeing BA Stock Holding History

Cavalier Investments’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
2019 Q3	–	Sell	-3,750	Closed	-$1.36M	–	118
2019 Q2	$1.36M	Sell	3,750 -3,900	-51%	-$1.42M	0.57%	48
2019 Q1	$2.92M	Buy	7,650 +1,050	+16%	+$404K	1.2%	17
2018 Q4	$2.13M	Hold	6,600	–	–	0.69%	21
2018 Q3	$2.46M	Buy	6,600 +2,300	+53%	+$808K	0.71%	35
2018 Q2	$1.44M	Buy	4,300 +2,900	+207%	+$997K	0.49%	43
2018 Q1	$459K	Buy	+1,400	New	+$473K	0.16%	104

Other funds holding BA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cavalier Investments's BA Position: Q3 2019 in Review

Cavalier Investments sold out of Boeing (BA) in Q3 2019, closing a stake of 3,750 shares — an estimated $1.36M sold.

Cavalier Investments first reported a position in BA in Q1 2018 and held it in 6 quarters. The position peaked at $2.92M in Q1 2019. 2,062 funds tracked by Wall St. Rank hold BA as of Q3 2019.

Cavalier Investments reported no remaining Boeing position as of Q3 2019 after selling out during the quarter.
Cavalier Investments sold 3,750 Boeing shares in Q3 2019, an estimated $1.36M.
Cavalier Investments first reported a position in Boeing in Q1 2018 and held it in 6 quarters.
Cavalier Investments's Boeing position peaked at $2.92M in Q1 2019.
2,062 funds tracked by Wall St. Rank held Boeing as of Q3 2019.

Based on Cavalier Investments's 13F filing for Q3 2019, filed 6 Nov 2019.