HeadInvest LLC’s Booz Allen Hamilton BAH Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-134	Closed	-$15.2K	–	267
2023 Q3	$15.2K	Buy	+134	New	+$15.4K	﹤0.01%	510

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

HeadInvest LLC's BAH Position: Q4 2023 in Review

HeadInvest LLC sold out of Booz Allen Hamilton (BAH) in Q4 2023, closing a stake of 134 shares — an estimated $15.2K sold.

HeadInvest LLC first reported a position in BAH in Q3 2023 and held it in 1 quarter. The position peaked at $15.2K in Q3 2023. 633 funds tracked by Wall St. Rank hold BAH as of Q4 2023.

HeadInvest LLC reported no remaining Booz Allen Hamilton position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 134 Booz Allen Hamilton shares in Q4 2023, an estimated $15.2K.
HeadInvest LLC first reported a position in Booz Allen Hamilton in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Booz Allen Hamilton position peaked at $15.2K in Q3 2023.
633 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.