Suvretta Capital Management’s Boeing BA Stock Holding History

Suvretta 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
2025 Q1	–	Sell	-155,197	Closed	-$27.5M	–	102
2024 Q4	$27.5M	Buy	+155,197	New	+$24.4M	0.94%	37
2019 Q3	–	Sell	-489,590	Closed	-$178M	–	44
2019 Q2	$178M	Sell	489,590 -16,754	-3%	-$6.11M	3.77%	8
2019 Q1	$193M	Buy	+506,344	New	+$195M	5.59%	4
2018 Q4	–	Sell	-793,240	Closed	-$295M	–	23
2018 Q3	$295M	Buy	793,240 +305,689	+63%	+$107M	6.79%	4
2018 Q2	$164M	Sell	487,551 -209,119	-30%	-$71.9M	4.34%	14
2018 Q1	$228M	Buy	+696,670	New	+$235M	5.76%	9

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Suvretta Capital Management's BA Position: Q1 2025 in Review

Suvretta Capital Management sold out of Boeing (BA) in Q1 2025, closing a stake of 155,197 shares — an estimated $27.5M sold.

Suvretta Capital Management first reported a position in BA in Q1 2018 and held it in 6 quarters. The position peaked at $295M in Q3 2018. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

Suvretta Capital Management reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
Suvretta Capital Management sold 155,197 Boeing shares in Q1 2025, an estimated $27.5M.
Suvretta Capital Management first reported a position in Boeing in Q1 2018 and held it in 6 quarters.
Suvretta Capital Management's Boeing position peaked at $295M in Q3 2018.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Suvretta Capital Management's 13F filing for Q1 2025, filed 15 May 2025.