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Heard Capital LLC’s Boeing BA Stock Holding History

Heard Capital LLC’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
2023
Q2 		– Sell
-3,310
Closed -$703K – 30
2023
Q1 		$703K Sell
3,310
-8,330
-72% -$1.73M 0.06% 25
2022
Q4 		$2.22M Sell
11,640
-316,987
-96% -$51.8M 0.24% 17
2022
Q3 		$39.8M Buy
328,627
+28,308
+9% +$4.34M 4.66% 12
2022
Q2 		$41.1M Hold
300,319
– – 4.4% 11
2022
Q1 		$57.5M Buy
300,319
+109,227
+57% +$21.9M 5.26% 9
2021
Q4 		$38.5M Buy
191,092
+73,867
+63% +$15.6M 6.01% 7
2021
Q3 		$25.8M Buy
117,225
+26,562
+29% +$5.92M 5% 9
2021
Q2 		$21.7M Buy
90,663
+12,095
+15% +$2.92M 4.92% 10
2021
Q1 		$20M Sell
78,568
-9,900
-11% -$2.2M 5.61% 8
2020
Q4 		$18.9M Buy
88,468
+16,117
+22% +$3.1M 6.29% 8
2020
Q3 		$12M Buy
72,351
+21,510
+42% +$3.67M 4.92% 10
2020
Q2 		$9.32M Buy
50,841
+16,563
+48% +$2.55M 4.57% 10
2020
Q1 		$5.11M Buy
34,278
+9,940
+41% +$2.72M 3.04% 12
2019
Q4 		$7.93M Buy
+24,338
New +$8.62M 3.74% 13

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 $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heard Capital LLC's BA Position: Q2 2023 in Review

Heard Capital LLC sold out of Boeing (BA) in Q2 2023, closing a stake of 3,310 shares — an estimated $703K sold.

Heard Capital LLC first reported a position in BA in Q4 2019 and held it in 14 quarters. The position peaked at $57.5M in Q1 2022. 2,229 funds tracked by Wall St. Rank hold BA as of Q2 2023.

  • Heard Capital LLC reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
  • Heard Capital LLC sold 3,310 Boeing shares in Q2 2023, an estimated $703K.
  • Heard Capital LLC first reported a position in Boeing in Q4 2019 and held it in 14 quarters.
  • Heard Capital LLC's Boeing position peaked at $57.5M in Q1 2022.
  • 2,229 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Heard Capital LLC's 13F filing for Q2 2023, filed 11 Aug 2023.