HG
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Herbst Group’s Boeing BA Stock Holding History

Herbst Group’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
2026
Q2 		– Sell
-6,847
Closed -$1.36M – 67
2026
Q1 		$1.36M Buy
6,847
+497
+8% +$113K 0.84% 44
2025
Q4 		$1.38M Buy
6,350
+1,450
+30% +$298K 0.81% 45
2025
Q3 		$1.06M Buy
+4,900
New +$1.1M 0.66% 42
2025
Q1 		– Sell
-4,800
Closed -$850K – 54
2024
Q4 		$850K Sell
4,800
-10,951
-70% -$1.72M 0.53% 49
2024
Q3 		$2.39M Buy
15,751
+160
+1% +$27.4K 1.48% 32
2024
Q2 		$2.84M Sell
15,591
-40
-0.3% -$7.13K 1.73% 24
2024
Q1 		$3.02M Sell
15,631
-1,350
-8% -$277K 1.87% 21
2023
Q4 		$4.43M Buy
16,981
+281
+2% +$60.1K 2.84% 9
2023
Q3 		$3.2M Buy
16,700
+600
+4% +$131K 2.28% 15
2023
Q2 		$3.4M Sell
16,100
-400
-2% -$83.1K 2.35% 14
2023
Q1 		$3.51M Sell
16,500
-20
-0.1% -$4.16K 2.48% 12
2022
Q4 		$3.15M Buy
16,520
+275
+2% +$45K 2.54% 11
2022
Q3 		$1.97M Buy
16,245
+800
+5% +$123K 1.61% 24
2022
Q2 		$2.16M Buy
15,445
+1,650
+12% +$243K 1.71% 21
2022
Q1 		$2.64M Buy
13,795
+475
+4% +$95.3K 1.75% 22
2021
Q4 		$2.68M Buy
+13,320
New +$2.81M 1.65% 21

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return