Berman Capital Advisors’s Booz Allen Hamilton BAH Stock Holding History

Berman Capital 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
2021 Q3	$37K	Buy	476 +132	+38%	+$11K	0.01%	790
2021 Q2	$29K	Buy	344 +293	+575%	+$24.8K	﹤0.01%	775
2021 Q1	$4K	Hold	51	–	–	﹤0.01%	1311
2020 Q4	$4K	Hold	51	–	–	﹤0.01%	1202
2020 Q3	$4K	Hold	51	–	–	﹤0.01%	1081
2020 Q2	$3K	Buy	51 +1	+2%	+$76	﹤0.01%	1110
2020 Q1	$3K	Sell	50 -1	-2%	-$74	﹤0.01%	1011
2019 Q4	$3K	Buy	51 +1	+2%	+$71	﹤0.01%	1082
2019 Q3	$3K	Hold	50	–	–	﹤0.01%	1059
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	1070
2019 Q1	$2K	Buy	50 +45	+900%	+$2.34K	﹤0.01%	1062
2018 Q4	$0	Buy	+5	New	+$245	﹤0.01%	1134

Other funds holding BAH

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Berman Capital Advisors's BAH Position: Q3 2021 in Review

Berman Capital Advisors increased its Booz Allen Hamilton (BAH) stake by 38% in Q3 2021, buying an estimated $11K and bringing the position to 476 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #790.

Berman Capital Advisors first reported a position in BAH in Q4 2018 and has held it in 12 quarters since. 481 funds tracked by Wall St. Rank hold BAH as of Q3 2021.

Berman Capital Advisors held 476 shares of Booz Allen Hamilton worth $37K as of Q3 2021.
Berman Capital Advisors bought 132 Booz Allen Hamilton shares in Q3 2021, an estimated $11K.
Booz Allen Hamilton made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #790 holding.
Berman Capital Advisors first reported a position in Booz Allen Hamilton in Q4 2018 and has held it in 12 quarters since.
481 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.