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Aperio Group’s Booz Allen Hamilton BAH Stock Holding History

Aperio 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
2020
Q4 		$9.95M Sell
114,136
-7,562
-6% -$643K 0.03% 565
2020
Q3 		$10.1M Sell
121,698
-26,808
-18% -$2.2M 0.03% 477
2020
Q2 		$11.6M Sell
148,506
-15,560
-9% -$1.18M 0.04% 414
2020
Q1 		$11.3M Buy
164,066
+18,370
+13% +$1.35M 0.05% 377
2019
Q4 		$10.4M Sell
145,696
-52,309
-26% -$3.72M 0.04% 489
2019
Q3 		$14.1M Buy
198,005
+29,264
+17% +$2.07M 0.06% 377
2019
Q2 		$11.2M Buy
168,741
+37,015
+28% +$2.28M 0.05% 437
2019
Q1 		$7.66M Buy
131,726
+6,811
+5% +$354K 0.03% 543
2018
Q4 		$5.63M Buy
124,915
+35,809
+40% +$1.76M 0.03% 589
2018
Q3 		$4.42M Buy
89,106
+23,818
+36% +$1.16M 0.02% 719
2018
Q2 		$2.85M Buy
65,288
+8,137
+14% +$341K 0.01% 858
2018
Q1 		$2.21M Buy
57,151
+459
+0.8% +$17.7K 0.01% 951
2017
Q4 		$2.16M Buy
56,692
+684
+1% +$25.9K 0.01% 958
2017
Q3 		$2.09M Buy
56,008
+7,684
+16% +$264K 0.01% 928
2017
Q2 		$1.57M Sell
48,324
-3,186
-6% -$115K 0.01% 996
2017
Q1 		$1.82M Buy
51,510
+5,763
+13% +$206K 0.01% 898
2016
Q4 		$1.65M Buy
45,747
+25,503
+126% +$865K 0.01% 903
2016
Q3 		$640K Buy
20,244
+2,350
+13% +$71.7K ﹤0.01% 1313
2016
Q2 		$530K Buy
17,894
+3,281
+22% +$93.9K ﹤0.01% 1353
2016
Q1 		$442K Buy
14,613
+6,045
+71% +$172K ﹤0.01% 1428
2015
Q4 		$264K Buy
+8,568
New +$249K ﹤0.01% 1690
2015
Q3 		– Sell
-8,154
Closed -$206K – 1945
2015
Q2 		$206K Sell
8,154
-1,217
-13% -$33K ﹤0.01% 1847
2015
Q1 		$271K Buy
+9,371
New +$273K ﹤0.01% 1638

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

Aperio Group's BAH Position: Q4 2020 in Review

Aperio Group reduced its Booz Allen Hamilton (BAH) stake by 6.2% in Q4 2020, selling an estimated $643K and leaving 114,136 shares worth $9.95M. The position accounts for 0.03% of the portfolio, ranked #565.

Aperio Group first reported a position in BAH in Q1 2015 and has held it in 23 quarters since. The position peaked at $14.1M in Q3 2019. 520 funds tracked by Wall St. Rank hold BAH as of Q4 2020.

  • Aperio Group held 114,136 shares of Booz Allen Hamilton worth $9.95M as of Q4 2020.
  • Aperio Group sold 7,562 Booz Allen Hamilton shares in Q4 2020, an estimated $643K.
  • Booz Allen Hamilton made up 0.03% of Aperio Group's portfolio in Q4 2020, its #565 holding.
  • Aperio Group first reported a position in Booz Allen Hamilton in Q1 2015 and has held it in 23 quarters since.
  • Aperio Group's Booz Allen Hamilton position peaked at $14.1M in Q3 2019.
  • 520 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.