LCM
BA icon

Lee Capital Management’s Boeing BA Stock Holding History

Lee Capital 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
2018
Q1 		$2.46M Sell
7,500
-2,500
-25% -$845K 1.86% 16
2017
Q4 		$2.95M Hold
10,000
– – 2.51% 9
2017
Q3 		$2.54M Hold
10,000
– – 2.06% 13
2017
Q2 		$1.98M Hold
10,000
– – 1.76% 24
2017
Q1 		$1.77M Hold
10,000
– – 1.58% 23
2016
Q4 		$1.56M Buy
+10,000
New +$1.46M 1.47% 27

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Capital Management's BA Position: Q1 2018 in Review

Lee Capital Management reduced its Boeing (BA) stake by 25% in Q1 2018, selling an estimated $845K and leaving 7,500 shares worth $2.46M. The position accounts for 1.86% of the portfolio, ranked #16.

Lee Capital Management first reported a position in BA in Q4 2016 and has held it in 6 quarters since. The position peaked at $2.95M in Q4 2017. 1,889 funds tracked by Wall St. Rank hold BA as of Q1 2018.

  • Lee Capital Management held 7,500 shares of Boeing worth $2.46M as of Q1 2018.
  • Lee Capital Management sold 2,500 Boeing shares in Q1 2018, an estimated $845K.
  • Boeing made up 1.86% of Lee Capital Management's portfolio in Q1 2018, its #16 holding.
  • Lee Capital Management first reported a position in Boeing in Q4 2016 and has held it in 6 quarters since.
  • Lee Capital Management's Boeing position peaked at $2.95M in Q4 2017.
  • 1,889 funds tracked by Wall St. Rank held Boeing as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.