Lee Capital Holdings’s Boeing BA Stock Holding History

Lee Capital Holdings’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 Q1	–	Sell	-15,000	Closed	-$2.86M	–	5
2022 Q4	$2.86M	Hold	15,000	–	–	4.37%	9
2022 Q3	$1.82M	Buy	15,000 +5,000	+50%	+$767K	2.55%	14
2022 Q2	$1.37M	Sell	10,000 -5,000	-33%	-$738K	1.07%	32
2022 Q1	$2.87M	Hold	15,000	–	–	1.61%	19
2021 Q4	$3.02M	Buy	15,000 +5,000	+50%	+$1.06M	1.58%	21
2021 Q3	$2.2M	Hold	10,000	–	–	1.15%	31
2021 Q2	$2.4M	Hold	10,000	–	–	1.21%	28
2021 Q1	$2.55M	Buy	+10,000	New	+$2.22M	1.13%	27
2020 Q1	–	Sell	-10,000	Closed	-$3.26M	–	60
2019 Q4	$3.26M	Hold	10,000	–	–	3.01%	5
2019 Q3	$3.81M	Hold	10,000	–	–	3.56%	4
2019 Q2	$3.64M	Hold	10,000	–	–	3.89%	5
2019 Q1	$3.81M	Hold	10,000	–	–	4.24%	3
2018 Q4	$3.23M	Hold	10,000	–	–	4.83%	5
2018 Q3	$3.72M	Hold	10,000	–	–	2.67%	7
2018 Q2	$3.35M	Buy	+10,000	New	+$3.44M	2.37%	9

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lee Capital Holdings's BA Position: Q1 2023 in Review

Lee Capital Holdings sold out of Boeing (BA) in Q1 2023, closing a stake of 15,000 shares — an estimated $2.86M sold.

Lee Capital Holdings first reported a position in BA in Q2 2018 and held it in 15 quarters. The position peaked at $3.81M in Q1 2019. 2,191 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Lee Capital Holdings reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
Lee Capital Holdings sold 15,000 Boeing shares in Q1 2023, an estimated $2.86M.
Lee Capital Holdings first reported a position in Boeing in Q2 2018 and held it in 15 quarters.
Lee Capital Holdings's Boeing position peaked at $3.81M in Q1 2019.
2,191 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Lee Capital Holdings's 13F filing for Q1 2023.