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Lourd Capital’s Boeing BA Stock Holding History

Lourd 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
Q2 		$749K Buy
2,057
+76
+4% +$27.7K 0.07% 49
2019
Q1 		$756K Sell
1,981
-559
-22% -$215K 0.07% 46
2018
Q4 		$819K Buy
2,540
+2
+0.1% +$691 0.06% 75
2018
Q3 		$944K Buy
+2,538
New +$892K 0.06% 66
2018
Q1 		– Sell
-2,650
Closed -$782K – 137
2017
Q4 		$782K Buy
2,650
+956
+56% +$259K 0.05% 92
2017
Q3 		$431K Buy
1,694
+11
+0.7% +$2.56K 0.04% 70
2017
Q2 		$333K Buy
1,683
+14
+0.8% +$2.61K 0.03% 81
2017
Q1 		$295K Buy
1,669
+101
+6% +$17.2K 0.03% 87
2016
Q4 		$244K Sell
1,568
-475
-23% -$69.4K 0.02% 86
2016
Q3 		$269K Sell
2,043
-1,631
-44% -$215K 0.03% 82
2016
Q2 		$477K Buy
3,674
+777
+27% +$101K 0.13% 62
2016
Q1 		$368K Buy
2,897
+40
+1% +$4.96K 0.04% 73
2015
Q4 		$413K Buy
2,857
+4
+0.1% +$576 0.04% 71
2015
Q3 		$374K Buy
2,853
+192
+7% +$26.6K 0.04% 68
2015
Q2 		$369K Buy
2,661
+39
+1% +$5.69K 0.04% 77
2015
Q1 		$394K Buy
2,622
+37
+1% +$5.39K 0.04% 75
2014
Q4 		$336K Buy
2,585
+79
+3% +$10K 0.03% 79
2014
Q3 		$319K Buy
+2,506
New +$316K 0.03% 82
2013
Q3 		– Sell
-5,000
Closed -$512K – 106
2013
Q2 		$512K Buy
+5,000
New +$475K 0.06% 53

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lourd Capital's BA Position: Q2 2019 in Review

Lourd Capital increased its Boeing (BA) stake by 3.8% in Q2 2019, buying an estimated $27.7K and bringing the position to 2,057 shares worth $749K. The position accounts for 0.07% of the portfolio, ranked #49.

Lourd Capital first reported a position in BA in Q2 2013 and has held it in 19 quarters since. The position peaked at $944K in Q3 2018. 2,103 funds tracked by Wall St. Rank hold BA as of Q2 2019.

  • Lourd Capital held 2,057 shares of Boeing worth $749K as of Q2 2019.
  • Lourd Capital bought 76 Boeing shares in Q2 2019, an estimated $27.7K.
  • Boeing made up 0.07% of Lourd Capital's portfolio in Q2 2019, its #49 holding.
  • Lourd Capital first reported a position in Boeing in Q2 2013 and has held it in 19 quarters since.
  • Lourd Capital's Boeing position peaked at $944K in Q3 2018.
  • 2,103 funds tracked by Wall St. Rank held Boeing as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.