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Foundation Asset Management’s Booz Allen Hamilton BAH Stock Holding History

Foundation Asset 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
2018
Q2 		$12.7M Sell
291,176
-48,824
-14% -$2.05M 11% 1
2018
Q1 		$13.2M Sell
340,000
-34,913
-9% -$1.35M 4.88% 9
2017
Q4 		$14.3M Hold
374,913
– – 4.3% 10
2017
Q3 		$14M Buy
+374,913
New +$12.9M 4.37% 9

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Foundation Asset Management's BAH Position: Q2 2018 in Review

Foundation Asset Management reduced its Booz Allen Hamilton (BAH) stake by 14% in Q2 2018, selling an estimated $2.05M and leaving 291,176 shares worth $12.7M. The position accounts for 11% of the portfolio, ranked #1.

Foundation Asset Management first reported a position in BAH in Q3 2017 and has held it in 4 quarters since. The position peaked at $14.3M in Q4 2017. 313 funds tracked by Wall St. Rank hold BAH as of Q2 2018.

  • Foundation Asset Management held 291,176 shares of Booz Allen Hamilton worth $12.7M as of Q2 2018.
  • Foundation Asset Management sold 48,824 Booz Allen Hamilton shares in Q2 2018, an estimated $2.05M.
  • Booz Allen Hamilton made up 11% of Foundation Asset Management's portfolio in Q2 2018, its #1 holding.
  • Foundation Asset Management first reported a position in Booz Allen Hamilton in Q3 2017 and has held it in 4 quarters since.
  • Foundation Asset Management's Booz Allen Hamilton position peaked at $14.3M in Q4 2017.
  • 313 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2018.

Based on Foundation Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.