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Gradient Investments’s Booz Allen Hamilton BAH Stock Holding History

Gradient 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
2024
Q3 		– Sell
-84
Closed -$12.9K – 371
2024
Q2 		$12.9K Buy
84
+75
+833% +$11.2K ﹤0.01% 697
2024
Q1 		$1.34K Sell
9
-162
-95% -$22.8K ﹤0.01% 874
2023
Q4 		$21.9K Sell
171
-5
-3% -$623 ﹤0.01% 690
2023
Q3 		$19.2K Buy
176
+38
+28% +$4.37K ﹤0.01% 684
2023
Q2 		$15.4K Sell
138
-3
-2% -$297 ﹤0.01% 733
2023
Q1 		$13.1K Sell
141
-4
-3% -$379 ﹤0.01% 752
2022
Q4 		$15.2K Sell
145
-430
-75% -$44.7K ﹤0.01% 735
2022
Q3 		$53K Sell
575
-380
-40% -$36K ﹤0.01% 471
2022
Q2 		$86K Sell
955
-164,494
-99% -$14M ﹤0.01% 399
2022
Q1 		$14.5M Sell
165,449
-160,336
-49% -$13.2M 0.37% 66
2021
Q4 		$27.6M Buy
325,785
+178,952
+122% +$15.1M 0.7% 29
2021
Q3 		$11.7M Buy
146,833
+25,460
+21% +$2.13M 0.33% 92
2021
Q2 		$10.3M Buy
121,373
+5,962
+5% +$504K 0.3% 104
2021
Q1 		$9.29M Buy
115,411
+58,832
+104% +$4.94M 0.3% 99
2020
Q4 		$4.7M Sell
56,579
-720
-1% -$61.2K 0.2% 109
2020
Q3 		$4.75M Sell
57,299
-2,545
-4% -$208K 0.2% 109
2020
Q2 		$4.66M Buy
59,844
+3,852
+7% +$291K 0.21% 106
2020
Q1 		$3.84M Buy
55,992
+10,643
+23% +$784K 0.21% 100
2019
Q4 		$3.23M Buy
45,349
+45,311
+119,239% +$3.23M 0.14% 108
2019
Q3 		$3K Hold
38
– – ﹤0.01% 855
2019
Q2 		$3K Hold
38
– – ﹤0.01% 818
2019
Q1 		$2K Buy
+38
New +$1.97K ﹤0.01% 735

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gradient Investments's BAH Position: Q3 2024 in Review

Gradient Investments sold out of Booz Allen Hamilton (BAH) in Q3 2024, closing a stake of 84 shares — an estimated $12.9K sold.

Gradient Investments first reported a position in BAH in Q1 2019 and held it in 22 quarters. The position peaked at $27.6M in Q4 2021. 696 funds tracked by Wall St. Rank hold BAH as of Q3 2024.

  • Gradient Investments reported no remaining Booz Allen Hamilton position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 84 Booz Allen Hamilton shares in Q3 2024, an estimated $12.9K.
  • Gradient Investments first reported a position in Booz Allen Hamilton in Q1 2019 and held it in 22 quarters.
  • Gradient Investments's Booz Allen Hamilton position peaked at $27.6M in Q4 2021.
  • 696 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.