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Advisor Group’s Booz Allen Hamilton BAH Stock Holding History

Advisor Group’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.58M Sell
22,151
-892
-4% -$63.5K 0.01% 936
2019
Q3 		$1.64M Buy
23,043
+9,460
+70% +$670K 0.01% 855
2019
Q2 		$900K Buy
13,583
+7,109
+110% +$437K 0.01% 1184
2019
Q1 		$377K Buy
6,474
+319
+5% +$16.6K ﹤0.01% 1799
2018
Q4 		$276K Buy
6,155
+1,110
+22% +$54.5K ﹤0.01% 1847
2018
Q3 		$250K Buy
5,045
+747
+17% +$36.4K ﹤0.01% 1997
2018
Q2 		$187K Sell
4,298
-22
-0.5% -$922 ﹤0.01% 2025
2018
Q1 		$167K Buy
4,320
+511
+13% +$19.8K ﹤0.01% 2119
2017
Q4 		$145K Buy
3,809
+255
+7% +$9.65K ﹤0.01% 2266
2017
Q3 		$133K Buy
3,554
+57
+2% +$1.96K ﹤0.01% 2165
2017
Q2 		$113K Buy
3,497
+405
+13% +$14.6K ﹤0.01% 2208
2017
Q1 		$110K Buy
3,092
+388
+14% +$13.9K ﹤0.01% 2085
2016
Q4 		$98K Buy
2,704
+1,526
+130% +$51.7K ﹤0.01% 2077
2016
Q3 		$37K Buy
1,178
+699
+146% +$21.3K ﹤0.01% 2747
2016
Q2 		$14K Buy
+479
New +$13.7K ﹤0.01% 3282

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Group's BAH Position: Q4 2019 in Review

Advisor Group reduced its Booz Allen Hamilton (BAH) stake by 3.9% in Q4 2019, selling an estimated $63.5K and leaving 22,151 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #936.

Advisor Group first reported a position in BAH in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.64M in Q3 2019. 480 funds tracked by Wall St. Rank hold BAH as of Q4 2019.

  • Advisor Group held 22,151 shares of Booz Allen Hamilton worth $1.58M as of Q4 2019.
  • Advisor Group sold 892 Booz Allen Hamilton shares in Q4 2019, an estimated $63.5K.
  • Booz Allen Hamilton made up 0.01% of Advisor Group's portfolio in Q4 2019, its #936 holding.
  • Advisor Group first reported a position in Booz Allen Hamilton in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Booz Allen Hamilton position peaked at $1.64M in Q3 2019.
  • 480 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.