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FormulaFolio Investments’s Booz Allen Hamilton BAH Stock Holding History

FormulaFolio 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
2020
Q1 		– Sell
-4,321
Closed -$307K – 292
2019
Q4 		$307K Buy
+4,321
New +$308K 0.01% 303

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FormulaFolio Investments's BAH Position: Q1 2020 in Review

FormulaFolio Investments sold out of Booz Allen Hamilton (BAH) in Q1 2020, closing a stake of 4,321 shares — an estimated $307K sold.

FormulaFolio Investments first reported a position in BAH in Q4 2019 and held it in 1 quarter. The position peaked at $307K in Q4 2019. 478 funds tracked by Wall St. Rank hold BAH as of Q1 2020.

  • FormulaFolio Investments reported no remaining Booz Allen Hamilton position as of Q1 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 4,321 Booz Allen Hamilton shares in Q1 2020, an estimated $307K.
  • FormulaFolio Investments first reported a position in Booz Allen Hamilton in Q4 2019 and held it in 1 quarter.
  • FormulaFolio Investments's Booz Allen Hamilton position peaked at $307K in Q4 2019.
  • 478 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2020.

Based on FormulaFolio Investments's 13F filing for Q1 2020, filed 14 May 2020.