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Cape Investment Advisory’s Booz Allen Hamilton BAH Stock Holding History

Cape Investment Advisory’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
Q3 		– Sell
-157
Closed -$16.3K – 883
2025
Q2 		$16.3K Hold
157
– – 0.01% 549
2025
Q1 		$16.4K Sell
157
-41
-21% -$4.94K 0.01% 519
2024
Q4 		$25.5K Sell
198
-22
-10% -$3.42K 0.01% 444
2024
Q3 		$35.8K Hold
220
– – 0.01% 365
2024
Q2 		$33.9K Buy
220
+62
+39% +$9.29K 0.02% 354
2024
Q1 		$23.4K Buy
158
+1
+0.6% +$141 0.01% 417
2023
Q4 		$20.1K Hold
157
– – 0.01% 531
2023
Q3 		$17.1K Buy
157
+1
+0.6% +$115 0.01% 468
2023
Q2 		$17.4K Hold
156
– – 0.01% 464
2023
Q1 		$14.4K Buy
+156
New +$14.8K 0.01% 478

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return