Harvey Investment Company’s Boeing BA Stock Holding History

Harvey Investment Company’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 Q1	–	Sell	-700	Closed	-$228K	–	83
2019 Q4	$228K	Hold	700	–	–	0.04%	81
2019 Q3	$266K	Hold	700	–	–	0.04%	79
2019 Q2	$255K	Hold	700	–	–	0.04%	76
2019 Q1	$267K	Hold	700	–	–	0.05%	75
2018 Q4	$226K	Hold	700	–	–	0.04%	78
2018 Q3	$260K	Hold	700	–	–	0.05%	77
2018 Q2	$235K	Hold	700	–	–	0.04%	80
2018 Q1	$230K	Hold	700	–	–	0.04%	80
2017 Q4	$206K	Buy	+700	New	+$190K	0.04%	82

Other funds holding BA

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Harvey Investment Company's BA Position: Q1 2020 in Review

Harvey Investment Company sold out of Boeing (BA) in Q1 2020, closing a stake of 700 shares — an estimated $228K sold.

Harvey Investment Company first reported a position in BA in Q4 2017 and held it in 9 quarters. The position peaked at $267K in Q1 2019. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

Harvey Investment Company reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
Harvey Investment Company sold 700 Boeing shares in Q1 2020, an estimated $228K.
Harvey Investment Company first reported a position in Boeing in Q4 2017 and held it in 9 quarters.
Harvey Investment Company's Boeing position peaked at $267K in Q1 2019.
1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Harvey Investment Company's 13F filing for Q1 2020, filed 21 Apr 2020.