Lehman Financial Resources’s Boeing BA Stock Holding History

Lehman 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
2018 Q3	$578K	Buy	1,555 +475	+44%	+$167K	0.27%	50
2018 Q2	$362K	Hold	1,080	–	–	0.18%	57
2018 Q1	$354K	Hold	1,080	–	–	0.18%	54
2017 Q4	$318K	Hold	1,080	–	–	0.17%	59
2017 Q3	$274K	Buy	+1,080	New	+$252K	0.14%	57
2015 Q4	–	Sell	-300	Closed	-$39K	–	85
2015 Q3	$39K	Hold	300	–	–	0.02%	172
2015 Q2	$41K	Buy	300 +100	+50%	+$14.6K	0.02%	171
2015 Q1	$30K	Buy	+200	New	+$29.1K	0.01%	208
2014 Q4	–	Sell	-150	Closed	-$19K	–	403
2014 Q3	$19K	Sell	150 -100	-40%	-$12.6K	0.01%	243
2014 Q2	$32K	Hold	250	–	–	0.02%	184
2014 Q1	$31K	Hold	250	–	–	0.02%	179
2013 Q4	$34K	Sell	250 -150	-38%	-$19.5K	0.02%	161
2013 Q3	$47K	Hold	400	–	–	0.03%	123
2013 Q2	$41K	Buy	+400	New	+$38K	0.03%	116

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lehman Financial Resources's BA Position: Q3 2018 in Review

Lehman Financial Resources increased its Boeing (BA) stake by 44% in Q3 2018, buying an estimated $167K and bringing the position to 1,555 shares worth $578K. The position accounts for 0.27% of the portfolio, ranked #50.

Lehman Financial Resources first reported a position in BA in Q2 2013 and has held it in 14 quarters since. 1,929 funds tracked by Wall St. Rank hold BA as of Q3 2018.

Lehman Financial Resources held 1,555 shares of Boeing worth $578K as of Q3 2018.
Lehman Financial Resources bought 475 Boeing shares in Q3 2018, an estimated $167K.
Boeing made up 0.27% of Lehman Financial Resources's portfolio in Q3 2018, its #50 holding.
Lehman Financial Resources first reported a position in Boeing in Q2 2013 and has held it in 14 quarters since.
1,929 funds tracked by Wall St. Rank held Boeing as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.