Convergence Investment Partners’s Booz Allen Hamilton BAH Stock Holding History

Convergence Investment Partners’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 Q2	–	Sell	-1,921	Closed	-$201K	–	238
2025 Q1	$201K	Buy	+1,921	New	+$232K	0.06%	233
2024 Q3	–	Sell	-4,599	Closed	-$708K	–	244
2024 Q2	$708K	Buy	4,599 +3,201	+229%	+$480K	0.21%	155
2024 Q1	$208K	Buy	+1,398	New	+$197K	0.08%	239
2019 Q4	–	Sell	-11,583	Closed	-$823K	–	231
2019 Q3	$823K	Buy	+11,583	New	+$820K	0.23%	164
2018 Q2	–	Sell	-80	Closed	-$3K	–	359
2018 Q1	$3K	Buy	+80	New	+$3.09K	﹤0.01%	899
2017 Q2	–	Sell	-57,250	Closed	-$2.03M	–	343
2017 Q1	$2.03M	Buy	+57,250	New	+$2.05M	0.28%	131

Other funds holding BAH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return