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Lehman & Derafelo Financial Resources’s Boeing BA Stock Holding History

Lehman & Derafelo Financial Resources’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
2022
Q4 		$409K Buy
2,147
+120
+6% +$19.6K 0.12% 67
2022
Q3 		$245K Hold
2,027
– – 0.08% 84
2022
Q2 		$277K Buy
2,027
+20
+1% +$2.95K 0.09% 82
2022
Q1 		$384K Buy
2,007
+5
+0.2% +$1K 0.11% 75
2021
Q4 		$403K Sell
2,002
-180
-8% -$38K 0.12% 70
2021
Q3 		$480K Sell
2,182
-180
-8% -$40.1K 0.16% 61
2021
Q2 		$566K Hold
2,362
– – 0.15% 61
2021
Q1 		$602K Sell
2,362
-1
-0% -$222 0.17% 59
2020
Q4 		$506K Sell
2,363
-20
-0.8% -$3.85K 0.15% 64
2020
Q3 		$394K Buy
2,383
+1,174
+97% +$200K 0.13% 86
2020
Q2 		$222K Sell
1,209
-609
-33% -$93.6K 0.08% 108
2020
Q1 		$271K Buy
1,818
+200
+12% +$54.7K 0.11% 75
2019
Q4 		$527K Sell
1,618
-35
-2% -$12.4K 0.19% 58
2019
Q3 		$629K Buy
1,653
+33
+2% +$11.8K 0.24% 55
2019
Q2 		$576K Sell
1,620
-75
-4% -$27.3K 0.23% 56
2019
Q1 		$647K Sell
1,695
-125
-7% -$48.1K 0.28% 50
2018
Q4 		$587K Buy
+1,820
New +$629K 0.29% 45

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lehman & Derafelo Financial Resources's BA Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Boeing (BA) stake by 5.9% in Q4 2022, buying an estimated $19.6K and bringing the position to 2,147 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #67.

Lehman & Derafelo Financial Resources first reported a position in BA in Q4 2018 and has held it in 17 quarters since. The position peaked at $647K in Q1 2019. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 2,147 shares of Boeing worth $409K as of Q4 2022.
  • Lehman & Derafelo Financial Resources bought 120 Boeing shares in Q4 2022, an estimated $19.6K.
  • Boeing made up 0.12% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #67 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Boeing in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's Boeing position peaked at $647K in Q1 2019.
  • 2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.