Yorktown Management & Research Company’s Boeing BA Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-3,000	Closed	-$1.14M	–	303
2019 Q1	$1.14M	Hold	3,000	–	–	0.37%	68
2018 Q4	$968K	Hold	3,000	–	–	0.32%	82
2018 Q3	$1.12M	Sell	3,000 -1,000	-25%	-$351K	0.33%	86
2018 Q2	$1.34M	Hold	4,000	–	–	0.39%	63
2018 Q1	$1.31M	Hold	4,000	–	–	0.39%	61
2017 Q4	$1.18M	Sell	4,000 -2,000	-33%	-$541K	0.34%	75
2017 Q3	$1.52M	Sell	6,000 -3,000	-33%	-$699K	0.4%	39
2017 Q2	$1.78M	Hold	9,000	–	–	0.57%	27
2017 Q1	$1.59M	Hold	9,000	–	–	0.42%	47
2016 Q4	$1.4M	Buy	+9,000	New	+$1.31M	0.36%	49
2016 Q1	–	Sell	-13,000	Closed	-$1.88M	–	365
2015 Q4	$1.88M	Hold	13,000	–	–	0.33%	104
2015 Q3	$1.7M	Buy	+13,000	New	+$1.8M	0.28%	131
2014 Q2	–	Sell	-1,700	Closed	-$213K	–	480
2014 Q1	$213K	Hold	1,700	–	–	0.04%	407
2013 Q4	$232K	Sell	1,700 -200	-11%	-$26K	0.05%	339
2013 Q3	$223K	Sell	1,900 -100	-5%	-$10.8K	0.05%	290
2013 Q2	$205K	Buy	+2,000	New	+$190K	0.04%	283

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Yorktown Management & Research Company's BA Position: Q2 2019 in Review

Yorktown Management & Research Company sold out of Boeing (BA) in Q2 2019, closing a stake of 3,000 shares — an estimated $1.14M sold.

Yorktown Management & Research Company first reported a position in BA in Q2 2013 and held it in 16 quarters. The position peaked at $1.88M in Q4 2015. 2,103 funds tracked by Wall St. Rank hold BA as of Q2 2019.

Yorktown Management & Research Company reported no remaining Boeing position as of Q2 2019 after selling out during the quarter.
Yorktown Management & Research Company sold 3,000 Boeing shares in Q2 2019, an estimated $1.14M.
Yorktown Management & Research Company first reported a position in Boeing in Q2 2013 and held it in 16 quarters.
Yorktown Management & Research Company's Boeing position peaked at $1.88M in Q4 2015.
2,103 funds tracked by Wall St. Rank held Boeing as of Q2 2019.

Based on Yorktown Management & Research Company's 13F filing for Q2 2019, filed 2 Aug 2019.