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Yellowstone Partners’s Boeing BA Stock Holding History

Yellowstone Partners’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
2017
Q4 		$942K Sell
3,193
-332
-9% -$89.9K 0.53% 43
2017
Q3 		$896K Buy
+3,525
New +$822K 0.47% 53
2016
Q3 		$648K Sell
4,922
-186
-4% -$24.5K 0.24% 104
2016
Q2 		$663K Sell
5,108
-1,652
-24% -$215K 0.29% 87
2016
Q1 		$858K Buy
6,760
+280
+4% +$34.7K 0.37% 66
2015
Q4 		$937K Sell
6,480
-62
-0.9% -$8.93K 0.42% 47
2015
Q3 		$857K Buy
6,542
+3,635
+125% +$504K 0.41% 48
2015
Q2 		$403K Sell
2,907
-446
-13% -$65K 0.18% 101
2015
Q1 		$503K Buy
+3,353
New +$488K 0.25% 76

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Yellowstone Partners's BA Position: Q4 2017 in Review

Yellowstone Partners reduced its Boeing (BA) stake by 9.4% in Q4 2017, selling an estimated $89.9K and leaving 3,193 shares worth $942K. The position accounts for 0.53% of the portfolio, ranked #43.

Yellowstone Partners first reported a position in BA in Q1 2015 and has held it in 9 quarters since. 1,849 funds tracked by Wall St. Rank hold BA as of Q4 2017.

  • Yellowstone Partners held 3,193 shares of Boeing worth $942K as of Q4 2017.
  • Yellowstone Partners sold 332 Boeing shares in Q4 2017, an estimated $89.9K.
  • Boeing made up 0.53% of Yellowstone Partners's portfolio in Q4 2017, its #43 holding.
  • Yellowstone Partners first reported a position in Boeing in Q1 2015 and has held it in 9 quarters since.
  • 1,849 funds tracked by Wall St. Rank held Boeing as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.