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Harfst & Associates’s Boeing BA Stock Holding History

Harfst & 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
2021
Q4 		– Sell
-932
Closed -$204K – 125
2021
Q3 		$204K Buy
+932
New +$208K 0.06% 123
2019
Q2 		– Sell
-862
Closed -$328K – 95
2019
Q1 		$328K Sell
862
-1,013
-54% -$390K 0.14% 79
2018
Q4 		$604K Buy
1,875
+128
+7% +$44.2K 0.29% 28
2018
Q3 		$649K Buy
1,747
+60
+4% +$21.1K 0.28% 29
2018
Q2 		$566K Buy
1,687
+14
+0.8% +$4.82K 0.24% 31
2018
Q1 		$548K Buy
1,673
+37
+2% +$12.5K 0.22% 30
2017
Q4 		$482K Buy
1,636
+43
+3% +$11.6K 0.2% 38
2017
Q3 		$404K Buy
1,593
+1,339
+527% +$312K 0.17% 45
2017
Q2 		$50K Sell
254
-15
-6% -$2.79K 0.02% 141
2017
Q1 		$47K Buy
+269
New +$45.8K 0.02% 151
2016
Q3 		– Sell
-10,972
Closed -$1.42M – 78
2016
Q2 		$1.42M Buy
+10,972
New +$1.43M 0.57% 46
2016
Q1 		– Sell
-11,922
Closed -$1.72M – 84
2015
Q4 		$1.72M Buy
11,922
+14
+0.1% +$2.02K 0.7% 32
2015
Q3 		$1.56M Buy
11,908
+10,334
+657% +$1.43M 0.68% 36
2015
Q2 		$218K Buy
+1,574
New +$230K 0.12% 68

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Harfst & Associates's BA Position: Q4 2021 in Review

Harfst & Associates sold out of Boeing (BA) in Q4 2021, closing a stake of 932 shares — an estimated $204K sold.

Harfst & Associates first reported a position in BA in Q2 2015 and held it in 14 quarters. The position peaked at $1.72M in Q4 2015. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2021.

  • Harfst & Associates reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
  • Harfst & Associates sold 932 Boeing shares in Q4 2021, an estimated $204K.
  • Harfst & Associates first reported a position in Boeing in Q2 2015 and held it in 14 quarters.
  • Harfst & Associates's Boeing position peaked at $1.72M in Q4 2015.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Harfst & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.