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Choate Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History

Choate Investment 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
2024
Q2 		– Sell
-12,766
Closed -$1.89M – 380
2024
Q1 		$1.89M Sell
12,766
-1,192
-9% -$168K 0.05% 149
2023
Q4 		$1.79M Sell
13,958
-169
-1% -$21.1K 0.06% 136
2023
Q3 		$1.54M Buy
+14,127
New +$1.62M 0.06% 122
2022
Q2 		– Sell
-2,882
Closed -$253K – 320
2022
Q1 		$253K Hold
2,882
– – 0.01% 265
2021
Q4 		$244K Buy
+2,882
New +$243K 0.01% 257

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Choate Investment Advisors's BAH Position: Q2 2024 in Review

Choate Investment Advisors sold out of Booz Allen Hamilton (BAH) in Q2 2024, closing a stake of 12,766 shares — an estimated $1.89M sold.

Choate Investment Advisors first reported a position in BAH in Q4 2021 and held it in 5 quarters. The position peaked at $1.89M in Q1 2024. 728 funds tracked by Wall St. Rank hold BAH as of Q2 2024.

  • Choate Investment Advisors reported no remaining Booz Allen Hamilton position as of Q2 2024 after selling out during the quarter.
  • Choate Investment Advisors sold 12,766 Booz Allen Hamilton shares in Q2 2024, an estimated $1.89M.
  • Choate Investment Advisors first reported a position in Booz Allen Hamilton in Q4 2021 and held it in 5 quarters.
  • Choate Investment Advisors's Booz Allen Hamilton position peaked at $1.89M in Q1 2024.
  • 728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2024.

Based on Choate Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.