Westfield Capital Management’s Boeing BA Stock Holding History

Westfield 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
2019 Q3	–	Sell	-407,326	Closed	-$148M	–	238
2019 Q2	$148M	Sell	407,326 -168,209	-29%	-$61.3M	1.12%	18
2019 Q1	$220M	Sell	575,535 -43,000	-7%	-$16.6M	1.67%	5
2018 Q4	$199M	Sell	618,535 -1,960	-0.3%	-$677K	1.7%	8
2018 Q3	$231M	Buy	620,495 +112,227	+22%	+$39.4M	1.62%	7
2018 Q2	$171M	Buy	508,268 +43,127	+9%	+$14.8M	1.27%	15
2018 Q1	$153M	Buy	465,141 +59,870	+15%	+$20.2M	1.18%	15
2017 Q4	$120M	Buy	405,271 +137,443	+51%	+$37.2M	0.91%	23
2017 Q3	$68.1M	Buy	+267,828	New	+$62.4M	0.52%	67
2016 Q3	–	Sell	-2,800	Closed	-$364K	–	251
2016 Q2	$364K	Sell	2,800 -18,870	-87%	-$2.46M	﹤0.01%	248
2016 Q1	$2.75M	Sell	21,670 -12,260	-36%	-$1.52M	0.02%	219
2015 Q4	$4.91M	Buy	33,930 +300	+0.9%	+$43.2K	0.03%	222
2015 Q3	$4.4M	Buy	33,630 +800	+2%	+$111K	0.03%	212
2015 Q2	$4.55M	Hold	32,830	–	–	0.03%	238
2015 Q1	$4.93M	Hold	32,830	–	–	0.03%	244
2014 Q4	$4.27M	Buy	32,830 +31,130	+1,831%	+$3.95M	0.03%	243
2014 Q3	$217K	Hold	1,700	–	–	﹤0.01%	297
2014 Q2	$216K	Hold	1,700	–	–	﹤0.01%	310
2014 Q1	$213K	Hold	1,700	–	–	﹤0.01%	323
2013 Q4	$232K	Hold	1,700	–	–	﹤0.01%	323
2013 Q3	$200K	Buy	+1,700	New	+$183K	﹤0.01%	344

Other funds holding BA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Westfield Capital Management's BA Position: Q3 2019 in Review

Westfield Capital Management sold out of Boeing (BA) in Q3 2019, closing a stake of 407,326 shares — an estimated $148M sold.

Westfield Capital Management first reported a position in BA in Q3 2013 and held it in 20 quarters. The position peaked at $231M in Q3 2018. 2,062 funds tracked by Wall St. Rank hold BA as of Q3 2019.

Westfield Capital Management reported no remaining Boeing position as of Q3 2019 after selling out during the quarter.
Westfield Capital Management sold 407,326 Boeing shares in Q3 2019, an estimated $148M.
Westfield Capital Management first reported a position in Boeing in Q3 2013 and held it in 20 quarters.
Westfield Capital Management's Boeing position peaked at $231M in Q3 2018.
2,062 funds tracked by Wall St. Rank held Boeing as of Q3 2019.

Based on Westfield Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.