Hobart Private Capital’s Boeing BA Stock Holding History

Hobart Private Capital’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
2019 Q1	–	Sell	-1,071	Closed	-$345K	–	162
2018 Q4	$345K	Buy	1,071 +105	+11%	+$36.3K	0.3%	80
2018 Q3	$359K	Buy	966 +156	+19%	+$54.8K	0.28%	94
2018 Q2	$272K	Buy	810 +73	+10%	+$25.1K	0.22%	104
2018 Q1	$242K	Buy	+737	New	+$249K	0.21%	105

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 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

Hobart Private Capital's BA Position: Q1 2019 in Review

Hobart Private Capital sold out of Boeing (BA) in Q1 2019, closing a stake of 1,071 shares — an estimated $345K sold.

Hobart Private Capital first reported a position in BA in Q1 2018 and held it in 4 quarters. The position peaked at $359K in Q3 2018. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2019.

Hobart Private Capital reported no remaining Boeing position as of Q1 2019 after selling out during the quarter.
Hobart Private Capital sold 1,071 Boeing shares in Q1 2019, an estimated $345K.
Hobart Private Capital first reported a position in Boeing in Q1 2018 and held it in 4 quarters.
Hobart Private Capital's Boeing position peaked at $359K in Q3 2018.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2019.

Based on Hobart Private Capital's 13F filing for Q1 2019, filed 11 Mar 2024.