Darsana Capital Partners’s Boeing BA Stock Holding History

Darsana 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
2020 Q1	–	Sell	-257,500	Closed	-$83.9M	–	14
2019 Q4	$83.9M	Sell	257,500 -42,500	-14%	-$15M	2.86%	13
2019 Q3	$114M	Sell	300,000 -8,500	-3%	-$3.04M	4.23%	10
2019 Q2	$112M	Hold	308,500	–	–	3.65%	12
2019 Q1	$118M	Hold	308,500	–	–	4.41%	10
2018 Q4	$99.5M	Buy	308,500 +38,500	+14%	+$13.3M	4.16%	10
2018 Q3	$100M	Buy	+270,000	New	+$94.9M	3.15%	12

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Darsana Capital Partners's BA Position: Q1 2020 in Review

Darsana Capital Partners sold out of Boeing (BA) in Q1 2020, closing a stake of 257,500 shares — an estimated $83.9M sold.

Darsana Capital Partners first reported a position in BA in Q3 2018 and held it in 6 quarters. The position peaked at $118M in Q1 2019. 1,759 funds tracked by Wall St. Rank hold BA as of Q1 2020.

Darsana Capital Partners reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
Darsana Capital Partners sold 257,500 Boeing shares in Q1 2020, an estimated $83.9M.
Darsana Capital Partners first reported a position in Boeing in Q3 2018 and held it in 6 quarters.
Darsana Capital Partners's Boeing position peaked at $118M in Q1 2019.
1,759 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Darsana Capital Partners's 13F filing for Q1 2020, filed 15 May 2020.