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Disciplined Investments’s Booz Allen Hamilton BAH Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-28
Closed -$3.13K – 242
2023
Q2 		$3.13K Sell
28
-3
-10% -$297 ﹤0.01% 514
2023
Q1 		$2.87K Sell
31
-3
-9% -$284 ﹤0.01% 536
2022
Q4 		$3.55K Sell
34
-1
-3% -$104 ﹤0.01% 456
2022
Q3 		$3K Buy
35
+6
+21% +$569 ﹤0.01% 493
2022
Q2 		$3K Buy
29
+4
+16% +$341 ﹤0.01% 513
2022
Q1 		$2K Buy
+25
New +$2.06K ﹤0.01% 639

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

Disciplined Investments's BAH Position: Q3 2023 in Review

Disciplined Investments sold out of Booz Allen Hamilton (BAH) in Q3 2023, closing a stake of 28 shares — an estimated $3.13K sold.

Disciplined Investments first reported a position in BAH in Q1 2022 and held it in 6 quarters. The position peaked at $3.55K in Q4 2022. 630 funds tracked by Wall St. Rank hold BAH as of Q3 2023.

  • Disciplined Investments reported no remaining Booz Allen Hamilton position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 28 Booz Allen Hamilton shares in Q3 2023, an estimated $3.13K.
  • Disciplined Investments first reported a position in Booz Allen Hamilton in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Booz Allen Hamilton position peaked at $3.55K in Q4 2022.
  • 630 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.