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Fulcrum Equity Management’s Booz Allen Hamilton BAH Stock Holding History

Fulcrum Equity 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
2024
Q4 		– Sell
-2,894
Closed -$471K – 114
2024
Q3 		$471K Sell
2,894
-348
-11% -$53.3K 0.4% 85
2024
Q2 		$499K Buy
3,242
+345
+12% +$51.7K 0.45% 74
2024
Q1 		$430K Sell
2,897
-162
-5% -$22.8K 0.51% 66
2023
Q4 		$391K Sell
3,059
-46
-1% -$5.73K 0.48% 55
2023
Q3 		$339K Buy
3,105
+4
+0.1% +$460 0.4% 62
2023
Q2 		$346K Buy
+3,101
New +$307K 0.4% 67

Other funds holding BAH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fulcrum Equity Management's BAH Position: Q4 2024 in Review

Fulcrum Equity Management sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 2,894 shares — an estimated $471K sold.

Fulcrum Equity Management first reported a position in BAH in Q2 2023 and held it in 6 quarters. The position peaked at $499K in Q2 2024. 743 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

  • Fulcrum Equity Management reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 2,894 Booz Allen Hamilton shares in Q4 2024, an estimated $471K.
  • Fulcrum Equity Management first reported a position in Booz Allen Hamilton in Q2 2023 and held it in 6 quarters.
  • Fulcrum Equity Management's Booz Allen Hamilton position peaked at $499K in Q2 2024.
  • 743 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.