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Custom Portfolio Group’s Booz Allen Hamilton BAH Stock Holding History

Custom Portfolio Group’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 		$6.16K Hold
40
– – ﹤0.01% 186
2024
Q1 		$5.94K Hold
40
– – ﹤0.01% 187
2023
Q4 		$5.12K Buy
+40
New +$4.99K ﹤0.01% 183

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 $3.37T AUM 44.26% 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

Custom Portfolio Group's BAH Position: Q2 2024 in Review

Custom Portfolio Group held its Booz Allen Hamilton (BAH) position steady in Q2 2024 at 40 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Custom Portfolio Group first reported a position in BAH in Q4 2023 and has held it in 3 quarters since. 728 funds tracked by Wall St. Rank hold BAH as of Q2 2024.

  • Custom Portfolio Group held 40 shares of Booz Allen Hamilton worth $6.16K as of Q2 2024.
  • Custom Portfolio Group left its Booz Allen Hamilton share count unchanged in Q2 2024.
  • Booz Allen Hamilton made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #186 holding.
  • Custom Portfolio Group first reported a position in Booz Allen Hamilton in Q4 2023 and has held it in 3 quarters since.
  • 728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.