Aufman Associates’s Boeing BA Stock Holding History

Aufman Associates’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
2023 Q1	–	Sell	-1,081	Closed	-$206K	–	44
2022 Q4	$206K	Buy	+1,081	New	+$177K	0.19%	43
2022 Q2	–	Sell	-1,081	Closed	-$207K	–	45
2022 Q1	$207K	Hold	1,081	–	–	0.16%	47
2021 Q4	$218K	Hold	1,081	–	–	0.16%	48
2021 Q3	$238K	Hold	1,081	–	–	0.2%	39
2021 Q2	$259K	Hold	1,081	–	–	0.2%	38
2021 Q1	$275K	Hold	1,081	–	–	0.23%	31
2020 Q4	$231K	Buy	+1,081	New	+$208K	0.21%	38
2020 Q1	–	Sell	-1,119	Closed	-$365K	–	35
2019 Q4	$365K	Buy	+1,119	New	+$396K	0.38%	26

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aufman Associates's BA Position: Q1 2023 in Review

Aufman Associates sold out of Boeing (BA) in Q1 2023, closing a stake of 1,081 shares — an estimated $206K sold.

Aufman Associates first reported a position in BA in Q4 2019 and held it in 8 quarters. The position peaked at $365K in Q4 2019. 2,191 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Aufman Associates reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
Aufman Associates sold 1,081 Boeing shares in Q1 2023, an estimated $206K.
Aufman Associates first reported a position in Boeing in Q4 2019 and held it in 8 quarters.
Aufman Associates's Boeing position peaked at $365K in Q4 2019.
2,191 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Aufman Associates's 13F filing for Q1 2023, filed 10 May 2023.