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Concourse Financial Group Securities’s Booz Allen Hamilton BAH Stock Holding History

Concourse Financial Group Securities’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
-7,303
Closed -$1.04M – 172
2024
Q4 		$1.04M Sell
7,303
-2,064
-22% -$321K 0.06% 312
2024
Q3 		$1.52M Sell
9,367
-80
-0.8% -$12.3K 0.09% 217
2024
Q2 		$1.45M Buy
9,447
+1,386
+17% +$208K 0.09% 212
2024
Q1 		$1.2M Sell
8,061
-72
-0.9% -$10.1K 0.08% 254
2023
Q4 		$1.04M Sell
8,133
-379
-4% -$47.2K 0.07% 284
2023
Q3 		$930K Sell
8,512
-451
-5% -$51.8K 0.07% 276
2023
Q2 		$1M Sell
8,963
-208
-2% -$20.6K 0.08% 269
2023
Q1 		$850K Buy
9,171
+3,728
+68% +$354K 0.07% 299
2022
Q4 		$569K Buy
5,443
+4,965
+1,039% +$516K 0.05% 386
2022
Q3 		$44K Buy
478
+60
+14% +$5.69K ﹤0.01% 984
2022
Q2 		$38K Sell
418
-378
-47% -$32.3K ﹤0.01% 1196
2022
Q1 		$70K Sell
796
-145
-15% -$11.9K 0.01% 1009
2021
Q4 		$80K Buy
941
+119
+14% +$10K ﹤0.01% 1093
2021
Q3 		$65K Buy
822
+28
+4% +$2.34K ﹤0.01% 1196
2021
Q2 		$68K Buy
794
+326
+70% +$27.6K ﹤0.01% 1158
2021
Q1 		$38K Sell
468
-1,303
-74% -$109K ﹤0.01% 1324
2020
Q4 		$154K Sell
1,771
-57
-3% -$4.85K 0.01% 719
2020
Q3 		$152K Buy
1,828
+239
+15% +$19.6K 0.01% 633
2020
Q2 		$124K Buy
1,589
+1,337
+531% +$101K 0.01% 653
2020
Q1 		$17K Buy
+252
New +$18.6K ﹤0.01% 1289
2019
Q2 		– Sell
-177
Closed -$10.9K – 2242
2019
Q1 		$10K Hold
177
– – ﹤0.01% 1498
2018
Q4 		$7K Sell
177
-37
-17% -$1.82K ﹤0.01% 1522
2018
Q3 		$11K Buy
+214
New +$10.4K ﹤0.01% 1050

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concourse Financial Group Securities's BAH Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 7,303 shares — an estimated $1.04M sold.

Concourse Financial Group Securities first reported a position in BAH in Q3 2018 and held it in 23 quarters. The position peaked at $1.52M in Q3 2024. 727 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 7,303 Booz Allen Hamilton shares in Q1 2025, an estimated $1.04M.
  • Concourse Financial Group Securities first reported a position in Booz Allen Hamilton in Q3 2018 and held it in 23 quarters.
  • Concourse Financial Group Securities's Booz Allen Hamilton position peaked at $1.52M in Q3 2024.
  • 727 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.