Land & Buildings Investment Management’s Boyd Gaming BYD Stock Holding History

Land & Buildings Investment Management’s Portfolio BYD Stock Details BYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-473,597	Closed	-$30M	–	18
2021 Q3	$30M	Buy	473,597 +34,160	+8%	+$2.03M	5.03%	8
2021 Q2	$27M	Buy	439,437 +97,650	+29%	+$6.16M	5.06%	9
2021 Q1	$20.2M	Buy	+341,787	New	+$18.6M	4.28%	10
2017 Q2	–	Sell	-673,500	Closed	-$14.8M	–	13
2017 Q1	$14.8M	Buy	+673,500	New	+$13.7M	3.88%	11
2016 Q2	–	Sell	-596,950	Closed	-$12.3M	–	19
2016 Q1	$12.3M	Sell	596,950 -102,163	-15%	-$1.81M	5.59%	6
2015 Q4	$13.9M	Buy	699,113 +388,300	+125%	+$7.46M	4.43%	8
2015 Q3	$5.07M	Buy	+310,813	New	+$5.15M	2.11%	17

Other funds holding BYD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

ZCA

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Land & Buildings Investment Management's BYD Position: Q4 2021 in Review

Land & Buildings Investment Management sold out of Boyd Gaming (BYD) in Q4 2021, closing a stake of 473,597 shares — an estimated $30M sold.

Land & Buildings Investment Management first reported a position in BYD in Q3 2015 and held it in 7 quarters. The position peaked at $30M in Q3 2021. 325 funds tracked by Wall St. Rank hold BYD as of Q4 2021.

Land & Buildings Investment Management reported no remaining Boyd Gaming position as of Q4 2021 after selling out during the quarter.
Land & Buildings Investment Management sold 473,597 Boyd Gaming shares in Q4 2021, an estimated $30M.
Land & Buildings Investment Management first reported a position in Boyd Gaming in Q3 2015 and held it in 7 quarters.
Land & Buildings Investment Management's Boyd Gaming position peaked at $30M in Q3 2021.
325 funds tracked by Wall St. Rank held Boyd Gaming as of Q4 2021.

Based on Land & Buildings Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.