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Donaldson Capital Management’s Booz Allen Hamilton BAH Stock Holding History

Donaldson Capital Management’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
-2,124
Closed -$273K – 223
2024
Q4 		$273K Buy
2,124
+4
+0.2% +$621 0.01% 199
2024
Q3 		$345K Buy
2,120
+3
+0.1% +$459 0.01% 187
2024
Q2 		$326K Buy
2,117
+4
+0.2% +$600 0.01% 188
2024
Q1 		$314K Buy
2,113
+3
+0.1% +$422 0.01% 184
2023
Q4 		$270K Sell
2,110
-664
-24% -$82.8K 0.01% 195
2023
Q3 		$303K Buy
2,774
+6
+0.2% +$690 0.01% 188
2023
Q2 		$309K Sell
2,768
-693
-20% -$68.5K 0.01% 188
2023
Q1 		$321K Buy
3,461
+2
+0.1% +$190 0.02% 183
2022
Q4 		$362K Buy
3,459
+649
+23% +$67.5K 0.02% 182
2022
Q3 		$259K Sell
2,810
-381
-12% -$36.1K 0.01% 200
2022
Q2 		$288K Buy
3,191
+2
+0.1% +$171 0.01% 199
2022
Q1 		$280K Sell
3,189
-54,448
-94% -$4.48M 0.01% 224
2021
Q4 		$4.89M Buy
57,637
+700
+1% +$59K 0.21% 64
2021
Q3 		$4.52M Sell
56,937
-1,869
-3% -$156K 0.23% 64
2021
Q2 		$5.01M Buy
58,806
+4,954
+9% +$419K 0.26% 62
2021
Q1 		$4.34M Buy
53,852
+6,823
+15% +$573K 0.24% 63
2020
Q4 		$4.1M Buy
47,029
+1,185
+3% +$101K 0.24% 62
2020
Q3 		$3.8M Buy
45,844
+3,113
+7% +$255K 0.26% 59
2020
Q2 		$3.32M Buy
42,731
+675
+2% +$51K 0.24% 57
2020
Q1 		$2.89M Buy
+42,056
New +$3.1M 0.25% 55

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

Donaldson Capital Management's BAH Position: Q1 2025 in Review

Donaldson Capital Management sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 2,124 shares — an estimated $273K sold.

Donaldson Capital Management first reported a position in BAH in Q1 2020 and held it in 20 quarters. The position peaked at $5.01M in Q2 2021. 727 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

  • Donaldson Capital Management reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
  • Donaldson Capital Management sold 2,124 Booz Allen Hamilton shares in Q1 2025, an estimated $273K.
  • Donaldson Capital Management first reported a position in Booz Allen Hamilton in Q1 2020 and held it in 20 quarters.
  • Donaldson Capital Management's Booz Allen Hamilton position peaked at $5.01M in Q2 2021.
  • 727 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Donaldson Capital Management's 13F filing for Q1 2025, filed 15 Apr 2025.