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
2020 Q1	–	Sell	-116,500	Closed	-$38M	–	27
2019 Q4	$38M	Sell	116,500 -38,500	-25%	-$13.6M	2.94%	13
2019 Q3	$59M	Buy	+155,000	New	+$55.4M	3.45%	11
2015 Q3	–	Sell	-301,900	Closed	-$43.2M	–	44
2015 Q2	$43.2M	Buy	301,900 +400	+0.1%	+$58.3K	0.84%	26
2015 Q1	$45.2M	Sell	301,500 -383,200	-56%	-$55.8M	0.98%	21
2014 Q4	$89M	Sell	684,700 -2,300	-0.3%	-$292K	1.66%	20
2014 Q3	$87.5M	Sell	687,000 -1,445,500	-68%	-$182M	1.78%	19
2014 Q2	$271M	Buy	2,132,500 +300	+0%	+$39.2K	7%	4
2014 Q1	$268M	Buy	+2,132,200	New	+$278M	8.48%	2

Other funds holding BA

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.