Donoghue Forlines’s Booz Allen Hamilton BAH Stock Holding History

Donoghue Forlines’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	-12,013	Closed	-$1.34M	–	225
2023 Q2	$1.34M	Sell	12,013 -1,076	-8%	-$106K	0.42%	51
2023 Q1	$1.21M	Buy	13,089 +478	+4%	+$45.3K	0.44%	62
2022 Q4	$1.32M	Buy	+12,611	New	+$1.31M	0.47%	55
2019 Q4	–	Sell	-35,549	Closed	-$2.52M	–	157
2019 Q3	$2.52M	Sell	35,549 -3,818	-10%	-$270K	0.36%	79
2019 Q2	$2.61M	Buy	39,367 +20,690	+111%	+$1.27M	0.31%	88
2019 Q1	$1.09M	Buy	+18,677	New	+$970K	0.11%	74
2018 Q4	–	Sell	-19,280	Closed	-$957K	–	42
2018 Q3	$957K	Buy	19,280 +8,367	+77%	+$408K	0.07%	152
2018 Q2	$477K	Sell	10,913 -3,879	-26%	-$163K	0.04%	122
2018 Q1	$573K	Buy	+14,792	New	+$572K	0.05%	110

Other funds holding BAH

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Donoghue Forlines's BAH Position: Q3 2023 in Review

Donoghue Forlines sold out of Booz Allen Hamilton (BAH) in Q3 2023, closing a stake of 12,013 shares — an estimated $1.34M sold.

Donoghue Forlines first reported a position in BAH in Q1 2018 and held it in 9 quarters. The position peaked at $2.61M in Q2 2019. 630 funds tracked by Wall St. Rank hold BAH as of Q3 2023.

Donoghue Forlines reported no remaining Booz Allen Hamilton position as of Q3 2023 after selling out during the quarter.
Donoghue Forlines sold 12,013 Booz Allen Hamilton shares in Q3 2023, an estimated $1.34M.
Donoghue Forlines first reported a position in Booz Allen Hamilton in Q1 2018 and held it in 9 quarters.
Donoghue Forlines's Booz Allen Hamilton position peaked at $2.61M in Q2 2019.
630 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2023.

Based on Donoghue Forlines's 13F filing for Q3 2023, filed 6 Nov 2023.