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Newman & Schimel’s Boeing BA Stock Holding History

Newman & Schimel’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
2021
Q4 		– Sell
-920
Closed -$202K – 52
2021
Q3 		$202K Sell
920
-54
-6% -$12K 0.13% 44
2021
Q2 		$233K Sell
974
-59
-6% -$14.3K 0.15% 42
2021
Q1 		$263K Buy
1,033
+54
+6% +$12K 0.18% 41
2020
Q4 		$210K Buy
+979
New +$188K 0.17% 43

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Newman & Schimel's BA Position: Q4 2021 in Review

Newman & Schimel sold out of Boeing (BA) in Q4 2021, closing a stake of 920 shares — an estimated $202K sold.

Newman & Schimel first reported a position in BA in Q4 2020 and held it in 4 quarters. The position peaked at $263K in Q1 2021. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

  • Newman & Schimel reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
  • Newman & Schimel sold 920 Boeing shares in Q4 2021, an estimated $202K.
  • Newman & Schimel first reported a position in Boeing in Q4 2020 and held it in 4 quarters.
  • Newman & Schimel's Boeing position peaked at $263K in Q1 2021.
  • 2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Newman & Schimel's 13F filing for Q4 2021, filed 18 Jan 2022.