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Barrett & Company’s Booz Allen Hamilton BAH Stock Holding History

Barrett & Company’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
-1,600
Closed -$260K – 611
2024
Q3 		$260K Hold
1,600
– – 0.11% 121
2024
Q2 		$246K Buy
1,600
+1,100
+220% +$165K 0.11% 119
2024
Q1 		$74.2K Sell
500
-1,500
-75% -$211K 0.04% 230
2023
Q4 		$256K Hold
2,000
– – 0.14% 112
2023
Q3 		$219K Hold
2,000
– – 0.13% 119
2023
Q2 		$223K Hold
2,000
– – 0.13% 122
2023
Q1 		$185K Buy
+2,000
New +$190K 0.12% 133

Other funds holding BAH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrett & Company's BAH Position: Q4 2024 in Review

Barrett & Company sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 1,600 shares — an estimated $260K sold.

Barrett & Company first reported a position in BAH in Q1 2023 and held it in 7 quarters. The position peaked at $260K in Q3 2024. 742 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

  • Barrett & Company reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
  • Barrett & Company sold 1,600 Booz Allen Hamilton shares in Q4 2024, an estimated $260K.
  • Barrett & Company first reported a position in Booz Allen Hamilton in Q1 2023 and held it in 7 quarters.
  • Barrett & Company's Booz Allen Hamilton position peaked at $260K in Q3 2024.
  • 742 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on Barrett & Company's 13F filing for Q4 2024, filed 28 Jan 2025.