Jupiter Investment Management’s Boeing BA Stock Holding History

Jupiter Investment Management’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	-566,538	Closed	-$183M	–	355
2018 Q4	$183M	Sell	566,538 -357,459	-39%	-$123M	1.62%	18
2018 Q3	$344M	Buy	923,997 +21,358	+2%	+$7.5M	2.35%	1
2018 Q2	$303M	Buy	902,639 +46,432	+5%	+$16M	2.16%	1
2018 Q1	$281M	Buy	856,207 +3,669	+0.4%	+$1.24M	2.24%	2
2017 Q4	$251M	Buy	852,538 +69,869	+9%	+$18.9M	2.32%	1
2017 Q3	$199M	Buy	782,669 +779,936	+28,538%	+$182M	2.08%	3
2017 Q2	$540K	Buy	+2,733	New	+$509K	0.01%	308
2017 Q1	–	Sell	-5,249	Closed	-$817K	–	409
2016 Q4	$817K	Sell	5,249 -2,447	-32%	-$357K	0.01%	225
2016 Q3	$1.01M	Sell	7,696 -105,535	-93%	-$13.9M	0.02%	235
2016 Q2	$14.7M	Buy	113,231 +110,434	+3,948%	+$14.4M	0.28%	95
2016 Q1	$355K	Sell	2,797 -247,334	-99%	-$30.7M	0.01%	384
2015 Q4	$36.2M	Buy	250,131 +249,384	+33,385%	+$35.9M	0.96%	34
2015 Q3	$97K	Buy	+747	New	+$104K	﹤0.01%	305
2014 Q3	–	Sell	-8,485	Closed	-$1.08M	–	317
2014 Q2	$1.08M	Sell	8,485 -6,354	-43%	-$829K	0.06%	222
2014 Q1	$1.86M	Sell	14,839 -126,325	-89%	-$16.5M	0.13%	178
2013 Q4	$19.3M	Buy	+141,164	New	+$18.3M	1.62%	3

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

Jupiter Investment Management's BA Position: Q1 2019 in Review

Jupiter Investment Management sold out of Boeing (BA) in Q1 2019, closing a stake of 566,538 shares — an estimated $183M sold.

Jupiter Investment Management first reported a position in BA in Q4 2013 and held it in 16 quarters. The position peaked at $344M in Q3 2018. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2019.

Jupiter Investment Management reported no remaining Boeing position as of Q1 2019 after selling out during the quarter.
Jupiter Investment Management sold 566,538 Boeing shares in Q1 2019, an estimated $183M.
Jupiter Investment Management first reported a position in Boeing in Q4 2013 and held it in 16 quarters.
Jupiter Investment Management's Boeing position peaked at $344M in Q3 2018.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2019.

Based on Jupiter Investment Management's 13F filing for Q1 2019, filed 7 May 2019.