Capital Analysts LLC’s Booz Allen Hamilton BAH Stock Holding History

Capital Analysts LLC’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	-40	Closed	-$7K	–	1301
2024 Q3	$7K	Buy	40 +18	+82%	+$2.76K	﹤0.01%	1076
2024 Q2	$3K	Sell	22 -96	-81%	-$14.4K	﹤0.01%	1073
2024 Q1	$18K	Buy	+118	New	+$16.6K	﹤0.01%	839
2023 Q4	–	Sell	-9	Closed	-$1K	–	1097
2023 Q3	$1K	Buy	+9	New	+$1.03K	﹤0.01%	1076
2022 Q1	–	Sell	-407	Closed	-$35K	–	940
2021 Q4	$35K	Sell	407 -1,173	-74%	-$98.9K	﹤0.01%	616
2021 Q3	$125K	Hold	1,580	–	–	0.01%	410
2021 Q2	$135K	Hold	1,580	–	–	0.01%	394
2021 Q1	$127K	Buy	+1,580	New	+$133K	0.01%	414

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Capital Analysts LLC's BAH Position: Q4 2024 in Review

Capital Analysts LLC sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 40 shares — an estimated $7K sold.

Capital Analysts LLC first reported a position in BAH in Q1 2021 and held it in 8 quarters. The position peaked at $135K in Q2 2021. 743 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

Capital Analysts LLC reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
Capital Analysts LLC sold 40 Booz Allen Hamilton shares in Q4 2024, an estimated $7K.
Capital Analysts LLC first reported a position in Booz Allen Hamilton in Q1 2021 and held it in 8 quarters.
Capital Analysts LLC's Booz Allen Hamilton position peaked at $135K in Q2 2021.
743 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.