Cypress Funds’s Boeing BA Stock Holding History

Cypress Funds’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 Q1	–	Sell	-350,000	Closed	-$91.2M	–	15
2023 Q4	$91.2M	Sell	350,000 -60,000	-15%	-$12.8M	10.6%	5
2023 Q3	$78.6M	Hold	410,000	–	–	10.56%	4
2023 Q2	$86.6M	Hold	410,000	–	–	10.88%	3
2023 Q1	$87.1M	Hold	410,000	–	–	12.3%	2
2022 Q4	$78.1M	Hold	410,000	–	–	13.6%	2
2022 Q3	$49.6M	Buy	410,000 +270,000	+193%	+$41.4M	8.93%	4
2022 Q2	$19.1M	Hold	140,000	–	–	3.01%	14
2022 Q1	$26.8M	Buy	+140,000	New	+$28.1M	2.97%	14
2019 Q3	–	Sell	-100,000	Closed	-$36.4M	–	19
2019 Q2	$36.4M	Sell	100,000 -89,000	-47%	-$32.5M	5.73%	7
2019 Q1	$72.1M	Buy	189,000 +37,000	+24%	+$14.2M	11.44%	1
2018 Q4	$49M	Sell	152,000 -21,000	-12%	-$7.25M	12.22%	1
2018 Q3	$64.3M	Hold	173,000	–	–	9.53%	2
2018 Q2	$58M	Buy	173,000 +10,000	+6%	+$3.44M	9.07%	2
2018 Q1	$53.4M	Buy	163,000 +16,000	+11%	+$5.41M	7.94%	3
2017 Q4	$43.4M	Buy	147,000 +78,500	+115%	+$21.3M	7.49%	3
2017 Q3	$17.4M	Sell	68,500 -7,500	-10%	-$1.75M	3.57%	14
2017 Q2	$15M	Sell	76,000 -24,000	-24%	-$4.47M	2.95%	19
2017 Q1	$17.7M	Buy	+100,000	New	+$17M	3.68%	17
2015 Q1	–	Sell	-137,100	Closed	-$17.8M	–	16
2014 Q4	$17.8M	Sell	137,100 -25,400	-16%	-$3.22M	4.7%	13
2014 Q3	$20.7M	Hold	162,500	–	–	6.52%	4
2014 Q2	$20.7M	Hold	162,500	–	–	5.4%	7
2014 Q1	$20.4M	Hold	162,500	–	–	4.92%	6
2013 Q4	$22.2M	Buy	162,500 +24,000	+17%	+$3.12M	6.25%	5
2013 Q3	$16.3M	Buy	+138,500	New	+$14.9M	5.48%	6

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

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

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

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

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

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

Cypress Funds's BA Position: Q1 2024 in Review

Cypress Funds sold out of Boeing (BA) in Q1 2024, closing a stake of 350,000 shares — an estimated $91.2M sold.

Cypress Funds first reported a position in BA in Q3 2013 and held it in 24 quarters. The position peaked at $91.2M in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Cypress Funds reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Cypress Funds sold 350,000 Boeing shares in Q1 2024, an estimated $91.2M.
Cypress Funds first reported a position in Boeing in Q3 2013 and held it in 24 quarters.
Cypress Funds's Boeing position peaked at $91.2M in Q4 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Cypress Funds's 13F filing for Q1 2024, filed 9 May 2024.