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Affinity Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History

Affinity Investment Advisors’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
2020
Q4 		– Sell
-2,515
Closed -$209K – 156
2020
Q3 		$209K Buy
+2,515
New +$206K 0.09% 140
2015
Q3 		– Sell
-9,010
Closed -$227K – 140
2015
Q2 		$227K Buy
+9,010
New +$244K 0.02% 131
2014
Q3 		– Sell
-20,360
Closed -$432K – 115
2014
Q2 		$432K Sell
20,360
-180
-0.9% -$4.07K 0.05% 71
2014
Q1 		$452K Hold
20,540
– – 0.05% 71
2013
Q4 		$393K Buy
+20,540
New +$376K 0.05% 75

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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Affinity Investment Advisors's BAH Position: Q4 2020 in Review

Affinity Investment Advisors sold out of Booz Allen Hamilton (BAH) in Q4 2020, closing a stake of 2,515 shares — an estimated $209K sold.

Affinity Investment Advisors first reported a position in BAH in Q4 2013 and held it in 5 quarters. The position peaked at $452K in Q1 2014. 520 funds tracked by Wall St. Rank hold BAH as of Q4 2020.

  • Affinity Investment Advisors reported no remaining Booz Allen Hamilton position as of Q4 2020 after selling out during the quarter.
  • Affinity Investment Advisors sold 2,515 Booz Allen Hamilton shares in Q4 2020, an estimated $209K.
  • Affinity Investment Advisors first reported a position in Booz Allen Hamilton in Q4 2013 and held it in 5 quarters.
  • Affinity Investment Advisors's Booz Allen Hamilton position peaked at $452K in Q1 2014.
  • 520 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2020.

Based on Affinity Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.