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Richard C. Young & Co’s Boeing BA Stock Holding History

Richard C. Young & Co’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 		– Sell
-19,955
Closed -$7.61M – 66
2019
Q1 		$7.61M Sell
19,955
-480
-2% -$185K 1.45% 31
2018
Q4 		$6.59M Sell
20,435
-327
-2% -$113K 1.41% 27
2018
Q3 		$7.72M Sell
20,762
-527
-2% -$185K 1.47% 26
2018
Q2 		$7.14M Sell
21,289
-367
-2% -$126K 1.44% 27
2018
Q1 		$7.1M Sell
21,656
-19,303
-47% -$6.52M 1.41% 30
2017
Q4 		$12.1M Buy
40,959
+107
+0.3% +$29K 2.28% 15
2017
Q3 		$10.4M Buy
40,852
+425
+1% +$99.1K 1.97% 20
2017
Q2 		$8M Buy
40,427
+863
+2% +$161K 1.57% 27
2017
Q1 		$7M Buy
39,564
+2,078
+6% +$354K 1.38% 35
2016
Q4 		$5.84M Buy
37,486
+2,428
+7% +$355K 1.23% 37
2016
Q3 		$4.62M Sell
35,058
-88
-0.3% -$11.6K 1% 40
2016
Q2 		$4.56M Hold
35,146
– – 1.01% 39
2016
Q1 		$4.46M Buy
35,146
+1,238
+4% +$154K 1% 39
2015
Q4 		$4.9M Buy
33,908
+1,910
+6% +$275K 1.12% 40
2015
Q3 		$4.19M Buy
31,998
+73
+0.2% +$10.1K 1.04% 43
2015
Q2 		$4.43M Buy
31,925
+721
+2% +$105K 1% 43
2015
Q1 		$4.68M Buy
31,204
+929
+3% +$135K 1.02% 43
2014
Q4 		$3.94M Buy
+30,275
New +$3.84M 0.83% 46

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

Richard C. Young & Co's BA Position: Q2 2019 in Review

Richard C. Young & Co sold out of Boeing (BA) in Q2 2019, closing a stake of 19,955 shares — an estimated $7.61M sold.

Richard C. Young & Co first reported a position in BA in Q4 2014 and held it in 18 quarters. The position peaked at $12.1M in Q4 2017. 2,103 funds tracked by Wall St. Rank hold BA as of Q2 2019.

  • Richard C. Young & Co reported no remaining Boeing position as of Q2 2019 after selling out during the quarter.
  • Richard C. Young & Co sold 19,955 Boeing shares in Q2 2019, an estimated $7.61M.
  • Richard C. Young & Co first reported a position in Boeing in Q4 2014 and held it in 18 quarters.
  • Richard C. Young & Co's Boeing position peaked at $12.1M in Q4 2017.
  • 2,103 funds tracked by Wall St. Rank held Boeing as of Q2 2019.

Based on Richard C. Young & Co's 13F filing for Q2 2019, filed 6 Aug 2019.