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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
2020
Q4 		– Sell
-10,000
Closed -$1.65M – 232
2020
Q3 		$1.65M Sell
10,000
-10,000
-50% -$1.7M 0.53% 31
2020
Q2 		$3.67M Buy
+20,000
New +$3.07M 1.28% 14

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.