Caldwell Investment Management’s Booz Allen Hamilton BAH Stock Holding History

Caldwell Investment 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
2025 Q1	–	Sell	-10,300	Closed	-$1.32M	–	34
2024 Q4	$1.32M	Hold	10,300	–	–	0.89%	28
2024 Q3	$1.67M	Hold	10,300	–	–	1.17%	18
2024 Q2	$1.58M	Sell	10,300 -3,700	-26%	-$555K	1.19%	18
2024 Q1	$2.08M	Hold	14,000	–	–	1.54%	15
2023 Q4	$1.79M	Buy	+14,000	New	+$1.75M	1.38%	17
2023 Q1	–	Sell	-16,800	Closed	-$1.76M	–	24
2022 Q4	$1.76M	Sell	16,800 -2,500	-13%	-$260K	1.86%	12
2022 Q3	$1.78M	Hold	19,300	–	–	2.17%	10
2022 Q2	$1.74M	Buy	19,300 +7,600	+65%	+$649K	1.75%	14
2022 Q1	$1.05M	Buy	+11,700	New	+$963K	0.83%	22

Other funds holding BAH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caldwell Investment Management's BAH Position: Q1 2025 in Review

Caldwell Investment Management sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 10,300 shares — an estimated $1.32M sold.

Caldwell Investment Management first reported a position in BAH in Q1 2022 and held it in 9 quarters. The position peaked at $2.08M in Q1 2024. 728 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

Caldwell Investment Management reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
Caldwell Investment Management sold 10,300 Booz Allen Hamilton shares in Q1 2025, an estimated $1.32M.
Caldwell Investment Management first reported a position in Booz Allen Hamilton in Q1 2022 and held it in 9 quarters.
Caldwell Investment Management's Booz Allen Hamilton position peaked at $2.08M in Q1 2024.
728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Caldwell Investment Management's 13F filing for Q1 2025, filed 13 May 2025.