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Scopia Capital Management’s Boeing BA Stock Holding History

Scopia 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
2016
Q4 		– Sell
-304,927
Closed -$40.2M – 40
2016
Q3 		$40.2M Hold
304,927
– – 0.71% 28
2016
Q2 		$39.6M Hold
304,927
– – 0.82% 27
2016
Q1 		$38.7M Buy
+304,927
New +$37.8M 0.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Scopia Capital Management's BA Position: Q4 2016 in Review

Scopia Capital Management sold out of Boeing (BA) in Q4 2016, closing a stake of 304,927 shares — an estimated $40.2M sold.

Scopia Capital Management first reported a position in BA in Q1 2016 and held it in 3 quarters. The position peaked at $40.2M in Q3 2016. 1,431 funds tracked by Wall St. Rank hold BA as of Q4 2016.

  • Scopia Capital Management reported no remaining Boeing position as of Q4 2016 after selling out during the quarter.
  • Scopia Capital Management sold 304,927 Boeing shares in Q4 2016, an estimated $40.2M.
  • Scopia Capital Management first reported a position in Boeing in Q1 2016 and held it in 3 quarters.
  • Scopia Capital Management's Boeing position peaked at $40.2M in Q3 2016.
  • 1,431 funds tracked by Wall St. Rank held Boeing as of Q4 2016.

Based on Scopia Capital Management's 13F filing for Q4 2016, filed 15 Feb 2017.