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User

Jim Cullen

Cullen Value Fund

Jim Cullen The Boeing Company stake

total: 74

Cullen Value Fund BA trades

Total transactions:
3
New positions:
1
Reduced:
2
Held since:
2019 Q3
Held for:
27 quarters
Latest activity:
2024 Q1
According to 2026 Q1 report, Jim Cullen holds 2,417 The Boeing Company (BA) shares with a market value of roughly $481.06K accounting for 1.69% of the overall portfolio. To date, the estimated cost basis is nearly $380.47 for "buy" trades and estimated average "sell" price is $247.58. Cullen Value Fund first purchased BA in 2019 Q3, initially acquiring 3,025 shares. Since the initial investment in The Boeing Company (BA), Cullen Value Fund has made 2 more transactions.

How many BA shares does Jim Cullen currently hold?

According to 2026 Q1 report, Jim Cullen holds 2,417 shares of The Boeing Company (BA), valued at around $481.06K.

When did Jim Cullen buy The Boeing Company (BA)?

Jim Cullen first invested in The Boeing Company (BA) in 2019 Q3 at the reported quarter-end price of $380.47 per share.

What's the cost basis of Cullen Value Fund's BA stake?

The estimated cost basis for The Boeing Company (BA) stake is around $380.47 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$380.47
Weighted AVG sell price:
$247.58

Jim Cullen's historical trades in The Boeing Company

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q1
2.01%
2,417
$192.99
$466,457
-12.90% (-358)
-0.31%
2019 Q4
3.02%
$325.76
-8.26% (-250)
2019 Q3
2.96%
$380.47
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.