Discovery Value Fund’s Boeing BA Stock Holding History

Discovery Value Fund’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 Q2	–	Sell	-56,600	Closed	-$8.44M	–	15
2020 Q1	$8.44M	Buy	+56,600	New	+$15.5M	0.78%	14

Other funds holding BA

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

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Discovery Value Fund's BA Position: Q2 2020 in Review

Discovery Value Fund sold out of Boeing (BA) in Q2 2020, closing a stake of 56,600 shares — an estimated $8.44M sold.

Discovery Value Fund first reported a position in BA in Q1 2020 and held it in 1 quarter. The position peaked at $8.44M in Q1 2020. 1,807 funds tracked by Wall St. Rank hold BA as of Q2 2020.

Discovery Value Fund reported no remaining Boeing position as of Q2 2020 after selling out during the quarter.
Discovery Value Fund sold 56,600 Boeing shares in Q2 2020, an estimated $8.44M.
Discovery Value Fund first reported a position in Boeing in Q1 2020 and held it in 1 quarter.
Discovery Value Fund's Boeing position peaked at $8.44M in Q1 2020.
1,807 funds tracked by Wall St. Rank held Boeing as of Q2 2020.

Based on Discovery Value Fund's 13F filing for Q2 2020, filed 7 Aug 2020.