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Baron Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Baron Wealth Management’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
2024
Q4 		– Sell
-1,572
Closed -$256K – 199
2024
Q3 		$256K Sell
1,572
-23
-1% -$3.52K 0.12% 148
2024
Q2 		$245K Buy
1,595
+4
+0.3% +$600 0.13% 139
2024
Q1 		$236K Buy
1,591
+18
+1% +$2.53K 0.13% 147
2023
Q4 		$201K Buy
+1,573
New +$196K 0.11% 170
2023
Q3 		– Sell
-2,050
Closed -$229K – 142
2023
Q2 		$229K Buy
+2,050
New +$203K 0.15% 121
2023
Q1 		– Sell
-2,175
Closed -$227K – 138
2022
Q4 		$227K Buy
+2,175
New +$226K 0.17% 113

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baron Wealth Management's BAH Position: Q4 2024 in Review

Baron Wealth Management sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 1,572 shares — an estimated $256K sold.

Baron Wealth Management first reported a position in BAH in Q4 2022 and held it in 6 quarters. The position peaked at $256K in Q3 2024. 743 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

  • Baron Wealth Management reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
  • Baron Wealth Management sold 1,572 Booz Allen Hamilton shares in Q4 2024, an estimated $256K.
  • Baron Wealth Management first reported a position in Booz Allen Hamilton in Q4 2022 and held it in 6 quarters.
  • Baron Wealth Management's Booz Allen Hamilton position peaked at $256K in Q3 2024.
  • 743 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on Baron Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.