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Harvey Partners’s Booz Allen Hamilton BAH Stock Holding History

Harvey Partners’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
-40,000
Closed -$4.46M – 44
2023
Q2 		$4.46M Sell
40,000
-60,500
-60% -$5.98M 0.55% 39
2023
Q1 		$9.32M Buy
+100,500
New +$9.53M 1.15% 33

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvey Partners's BAH Position: Q3 2023 in Review

Harvey Partners sold out of Booz Allen Hamilton (BAH) in Q3 2023, closing a stake of 40,000 shares — an estimated $4.46M sold.

Harvey Partners first reported a position in BAH in Q1 2023 and held it in 2 quarters. The position peaked at $9.32M in Q1 2023. 630 funds tracked by Wall St. Rank hold BAH as of Q3 2023.

  • Harvey Partners reported no remaining Booz Allen Hamilton position as of Q3 2023 after selling out during the quarter.
  • Harvey Partners sold 40,000 Booz Allen Hamilton shares in Q3 2023, an estimated $4.46M.
  • Harvey Partners first reported a position in Booz Allen Hamilton in Q1 2023 and held it in 2 quarters.
  • Harvey Partners's Booz Allen Hamilton position peaked at $9.32M in Q1 2023.
  • 630 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2023.

Based on Harvey Partners's 13F filing for Q3 2023, filed 14 Nov 2023.