BA β€” Boeing Co COM

Ownership history in Numeric Investors LLC  Β·  37 quarters on record

This page tracks every 13F SEC filing in which Numeric Investors LLC reported a position in Boeing Co COM (BA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.09% (2013 Q4)
πŸ“Š Avg. % of fund
0.46%
πŸ“… First filed
2006 Q2
πŸ“… Last filed
2017 Q4
⏱ Quarters held
37

Position Intelligence

Numeric Investors LLC Γ— BA AI Analytics

πŸ“ˆ Numeric Investors LLC outperformed the S&P 500 by +10.4% annually on this BA position. Timing score: 44% (16/36 decisions correct). Average cost basis: $107.54. Maximum drawdown during holding period: –64.8%.

πŸ“ˆ Position Alpha vs SPY
+10.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 10.4% per year on this position.
36 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
16 of 36 add/trim decisions correct

πŸ’° Entry Quality
$107.54
+161.3% vs current ($281.05)

Best entry: $32.01 (2008 Q4)  Β·  Worst: $240.96 (2017 Q3)

πŸ›‘οΈ Drawdown Resilience
–64.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
59%
buy-side decisions

22 adds Β· 15 trims. Bought during 7 of 12 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Numeric Investors LLC has been actively increasing its BA allocation β€” a bullish signal from insiders.
Currently 1.61% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2017 Q4 REDUCED 749,329 -187,330 -20.0% 1.61% $221.0M $281.05
2017 Q3 ADDED 936,659 +121,900 +15.0% 1.83% $238.1M $240.96
2017 Q2 ADDED 814,759 +221,200 +37.3% 1.43% $161.1M $186.34
2017 Q1 ADDED 593,559 +435,559 +275.7% 0.95% $105.0M $165.39
2016 Q4 REDUCED 158,000 -319,400 -66.9% 0.26% $24.6M $144.34
2016 Q3 ADDED 477,400 +223,900 +88.3% 0.65% $62.9M $121.21
2016 Q2 ADDED 253,500 +250,100 +7355.9% 0.29% $32.9M $118.51
2016 Q1 REDUCED 3,400 -217,500 -98.5% 0.00% $432K $114.90
2015 Q4 REDUCED 220,900 -174,400 -44.1% 0.34% $31.9M $129.67
2015 Q3 ADDED 395,300 +258,300 +188.5% 0.60% $51.8M $116.72
27 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BA

As of 2025 Q4 β€” sorted by position size

KING STREET CAPITAL MANAGEMENT, L.P. 3Y 7Y 19.9% Newport Trust Company, LLC 3Y 7Y 15.32% Spectrum Financial Alliance Ltd LLC 3Y 7Y 13.84% Westend Capital Management, LLC 3Y 7Y 8.78% Pentwater Capital Management LP 3Y 7Y 7.54% Sender Co & Partners, Inc. 3Y 7.16% Pentwater Capital Management LP 3Y 7Y 6.26% CMG Global Holdings, LLC 3Y 5.9% Avantyr Capital Partners, LP 5.5% Prospect Financial Services LLC 5.33%
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