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Advisor Partners II’s Booz Allen Hamilton BAH Stock Holding History

Advisor Partners II’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
2023
Q3 		$209K Buy
1,914
+56
+3% +$6.44K 0.01% 1151
2023
Q2 		$207K Buy
+1,858
New +$184K 0.01% 992

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Partners II's BAH Position: Q3 2023 in Review

Advisor Partners II increased its Booz Allen Hamilton (BAH) stake by 3% in Q3 2023, buying an estimated $6.44K and bringing the position to 1,914 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #1151.

Advisor Partners II first reported a position in BAH in Q2 2023 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold BAH as of Q3 2023.

  • Advisor Partners II held 1,914 shares of Booz Allen Hamilton worth $209K as of Q3 2023.
  • Advisor Partners II bought 56 Booz Allen Hamilton shares in Q3 2023, an estimated $6.44K.
  • Booz Allen Hamilton made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1151 holding.
  • Advisor Partners II first reported a position in Booz Allen Hamilton in Q2 2023 and has held it in 2 quarters since.
  • 630 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.