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Edgar Wachenheim’s Boeing BA Stock Holding History

Edgar Wachenheim’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
2017
Q4 		– Sell
-793,498
Closed -$202M – 24
2017
Q3 		$202M Sell
793,498
-2,010,956
-72% -$469M 3.03% 10
2017
Q2 		$555M Sell
2,804,454
-25,445
-0.9% -$4.74M 8.39% 6
2017
Q1 		$500M Sell
2,829,899
-10,001
-0.4% -$1.7M 7.95% 7
2016
Q4 		$442M Buy
2,839,900
+1,111,605
+64% +$162M 7.46% 8
2016
Q3 		$228M Buy
1,728,295
+410,708
+31% +$54.1M 4.34% 8
2016
Q2 		$171M Buy
1,317,587
+54,337
+4% +$7.08M 3.36% 10
2016
Q1 		$160M Buy
+1,263,250
New +$157M 3.07% 11
2015
Q4 		– Sell
-12,400
Closed -$1.62M – 25
2015
Q3 		$1.62M Sell
12,400
-311,795
-96% -$43.2M 0.03% 18
2015
Q2 		$45M Sell
324,195
-11,585
-3% -$1.69M 0.82% 17
2015
Q1 		$50.4M Sell
335,780
-961,251
-74% -$140M 0.91% 17
2014
Q4 		$169M Buy
1,297,031
+137,653
+12% +$17.5M 3.03% 11
2014
Q3 		$148M Buy
1,159,378
+2,240
+0.2% +$282K 2.84% 12
2014
Q2 		$147M Sell
1,157,138
-37,130
-3% -$4.85M 2.8% 12
2014
Q1 		$150M Sell
1,194,268
-353,775
-23% -$46.1M 3.08% 12
2013
Q4 		$211M Sell
1,548,043
-219,440
-12% -$28.5M 4.43% 10
2013
Q3 		$208M Sell
1,767,483
-264,010
-13% -$28.4M 4.88% 10
2013
Q2 		$208M Buy
+2,031,493
New +$193M 5.55% 9

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgar Wachenheim's BA Position: Q4 2017 in Review

Edgar Wachenheim sold out of Boeing (BA) in Q4 2017, closing a stake of 793,498 shares — an estimated $202M sold.

Edgar Wachenheim first reported a position in BA in Q2 2013 and held it in 17 quarters. The position peaked at $555M in Q2 2017. 1,850 funds tracked by Wall St. Rank hold BA as of Q4 2017.

  • Edgar Wachenheim reported no remaining Boeing position as of Q4 2017 after selling out during the quarter.
  • Edgar Wachenheim sold 793,498 Boeing shares in Q4 2017, an estimated $202M.
  • Edgar Wachenheim first reported a position in Boeing in Q2 2013 and held it in 17 quarters.
  • Edgar Wachenheim's Boeing position peaked at $555M in Q2 2017.
  • 1,850 funds tracked by Wall St. Rank held Boeing as of Q4 2017.

Based on Greenhaven Associates's 13F filing for Q4 2017, filed 11 Jan 2018.