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Zevenbergen Capital Investments’s Boeing BA Stock Holding History

Zevenbergen Capital Investments’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
Q2 		– Sell
-2,439
Closed -$364K – 84
2020
Q1 		$364K Sell
2,439
-155
-6% -$42.4K 0.01% 76
2019
Q4 		$845K Sell
2,594
-69
-3% -$24.4K 0.03% 66
2019
Q3 		$1.01M Sell
2,663
-73
-3% -$26.1K 0.04% 57
2019
Q2 		$996K Buy
2,736
+80
+3% +$29.2K 0.03% 58
2019
Q1 		$1.01M Buy
2,656
+81
+3% +$31.2K 0.04% 54
2018
Q4 		$830K Buy
2,575
+100
+4% +$34.5K 0.04% 56
2018
Q3 		$920K Sell
2,475
-41
-2% -$14.4K 0.03% 60
2018
Q2 		$844K Sell
2,516
-289
-10% -$99.4K 0.03% 66
2018
Q1 		$920K Sell
2,805
-525
-16% -$177K 0.04% 59
2017
Q4 		$982K Sell
3,330
-680
-17% -$184K 0.04% 59
2017
Q3 		$1.02M Sell
4,010
-525
-12% -$122K 0.04% 56
2017
Q2 		$897K Sell
4,535
-375
-8% -$69.8K 0.04% 56
2017
Q1 		$868K Buy
4,910
+630
+15% +$107K 0.04% 56
2016
Q4 		$666K Sell
4,280
-40
-0.9% -$5.84K 0.03% 61
2016
Q3 		$569K Buy
4,320
+1,005
+30% +$132K 0.02% 68
2016
Q2 		$431K Buy
3,315
+1,055
+47% +$138K 0.02% 65
2016
Q1 		$287K Buy
2,260
+50
+2% +$6.21K 0.01% 69
2015
Q4 		$320K Buy
2,210
+270
+14% +$38.9K 0.01% 70
2015
Q3 		$254K Hold
1,940
– – 0.01% 66
2015
Q2 		$269K Buy
1,940
+50
+3% +$7.29K 0.01% 66
2015
Q1 		$284K Buy
1,890
+100
+6% +$14.6K 0.01% 64
2014
Q4 		$233K Buy
+1,790
New +$227K 0.01% 77

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zevenbergen Capital Investments's BA Position: Q2 2020 in Review

Zevenbergen Capital Investments sold out of Boeing (BA) in Q2 2020, closing a stake of 2,439 shares — an estimated $364K sold.

Zevenbergen Capital Investments first reported a position in BA in Q4 2014 and held it in 22 quarters. The position peaked at $1.02M in Q3 2017. 1,808 funds tracked by Wall St. Rank hold BA as of Q2 2020.

  • Zevenbergen Capital Investments reported no remaining Boeing position as of Q2 2020 after selling out during the quarter.
  • Zevenbergen Capital Investments sold 2,439 Boeing shares in Q2 2020, an estimated $364K.
  • Zevenbergen Capital Investments first reported a position in Boeing in Q4 2014 and held it in 22 quarters.
  • Zevenbergen Capital Investments's Boeing position peaked at $1.02M in Q3 2017.
  • 1,808 funds tracked by Wall St. Rank held Boeing as of Q2 2020.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2020, filed 12 Aug 2020.