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Bradley Foster & Sargent’s Booz Allen Hamilton BAH Stock Holding History

Bradley Foster & Sargent’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
-15,664
Closed -$2.55M – 464
2024
Q3 		$2.55M Buy
15,664
+380
+2% +$58.2K 0.04% 182
2024
Q2 		$2.35M Buy
15,284
+38
+0.2% +$5.7K 0.04% 187
2024
Q1 		$2.26M Buy
15,246
+615
+4% +$86.6K 0.04% 196
2023
Q4 		$1.87M Buy
14,631
+2,816
+24% +$351K 0.04% 207
2023
Q3 		$1.32M Hold
11,815
– – 0.03% 247
2023
Q2 		$1.32M Buy
+11,815
New +$1.17M 0.03% 247
2022
Q1 		– Sell
-32,121
Closed -$2.72M – 471
2021
Q4 		$2.72M Sell
32,121
-250
-0.8% -$21.1K 0.06% 173
2021
Q3 		$2.57M Sell
32,371
-2,075
-6% -$173K 0.06% 162
2021
Q2 		$2.93M Sell
34,446
-958
-3% -$81K 0.07% 158
2021
Q1 		$2.85M Sell
35,404
-209
-0.6% -$17.5K 0.07% 156
2020
Q4 		$3.1M Sell
35,613
-6,243
-15% -$531K 0.08% 145
2020
Q3 		$3.47M Buy
+41,856
New +$3.43M 0.1% 127
2020
Q1 		$3.16M Buy
46,025
+4,030
+10% +$297K 0.13% 116
2019
Q4 		$2.99M Buy
+41,995
New +$2.99M 0.09% 141

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

Bradley Foster & Sargent's BAH Position: Q4 2024 in Review

Bradley Foster & Sargent sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 15,664 shares — an estimated $2.55M sold.

Bradley Foster & Sargent first reported a position in BAH in Q4 2019 and held it in 14 quarters. The position peaked at $3.47M in Q3 2020. 743 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

  • Bradley Foster & Sargent reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
  • Bradley Foster & Sargent sold 15,664 Booz Allen Hamilton shares in Q4 2024, an estimated $2.55M.
  • Bradley Foster & Sargent first reported a position in Booz Allen Hamilton in Q4 2019 and held it in 14 quarters.
  • Bradley Foster & Sargent's Booz Allen Hamilton position peaked at $3.47M in Q3 2020.
  • 743 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on Bradley Foster & Sargent's 13F filing for Q4 2024, filed 3 Feb 2025.