JF
BA icon

JSF Financial’s Boeing BA Stock Holding History

JSF Financial’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
2024
Q1 		– Sell
-1,027
Closed -$268K – 109
2023
Q4 		$268K Sell
1,027
-81
-7% -$17.3K 0.09% 91
2023
Q3 		$212K Sell
1,108
-17
-2% -$3.72K 0.08% 97
2023
Q2 		$238K Sell
1,125
-55
-5% -$11.4K 0.08% 93
2023
Q1 		$251K Sell
1,180
-47
-4% -$9.77K 0.09% 100
2022
Q4 		$234K Buy
+1,227
New +$201K 0.09% 99
2022
Q2 		– Sell
-1,408
Closed -$270K – 101
2022
Q1 		$270K Buy
1,408
+20
+1% +$4.01K 0.11% 90
2021
Q4 		$280K Sell
1,388
-439
-24% -$92.8K 0.14% 85
2021
Q3 		$402K Sell
1,827
-24
-1% -$5.35K 0.2% 54
2021
Q2 		$444K Sell
1,851
-3
-0.2% -$725 0.26% 46
2021
Q1 		$472K Sell
1,854
-51
-3% -$11.3K 0.3% 41
2020
Q4 		$408K Sell
1,905
-467
-20% -$89.8K 0.29% 40
2020
Q3 		$392K Sell
2,372
-104
-4% -$17.7K 0.31% 39
2020
Q2 		$454K Buy
2,476
+125
+5% +$19.2K 0.39% 35
2020
Q1 		$351K Buy
2,351
+1,140
+94% +$312K 0.36% 40
2019
Q4 		$395K Sell
1,211
-137
-10% -$48.5K 0.39% 41
2019
Q3 		$513K Sell
1,348
-12
-0.9% -$4.29K 0.56% 29
2019
Q2 		$495K Buy
1,360
+153
+13% +$55.8K 0.54% 32
2019
Q1 		$461K Sell
1,207
-309
-20% -$119K 0.51% 29
2018
Q4 		$489K Buy
+1,516
New +$524K 0.5% 25

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSF Financial's BA Position: Q1 2024 in Review

JSF Financial sold out of Boeing (BA) in Q1 2024, closing a stake of 1,027 shares — an estimated $268K sold.

JSF Financial first reported a position in BA in Q4 2018 and held it in 19 quarters. The position peaked at $513K in Q3 2019. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • JSF Financial reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • JSF Financial sold 1,027 Boeing shares in Q1 2024, an estimated $268K.
  • JSF Financial first reported a position in Boeing in Q4 2018 and held it in 19 quarters.
  • JSF Financial's Boeing position peaked at $513K in Q3 2019.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on JSF Financial's 13F filing for Q1 2024, filed 13 May 2024.