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Helios Capital Management’s Booz Allen Hamilton BAH Stock Holding History

Helios Capital 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
-14,100
Closed -$2.29M – 47
2024
Q3 		$2.29M Hold
14,100
– – 1.41% 21
2024
Q2 		$2.17M Hold
14,100
– – 1.41% 20
2024
Q1 		$2.09M Hold
14,100
– – 1.47% 20
2023
Q4 		$1.8M Buy
+14,100
New +$1.76M 1.43% 19
2022
Q3 		$1.3M Hold
14,100
– – 2.5% 12
2022
Q2 		$1.27M Hold
14,100
– – 2.4% 16
2022
Q1 		$1.24M Buy
14,100
+3,000
+27% +$247K 2.62% 13
2021
Q4 		$941K Buy
+11,100
New +$936K 0.85% 43

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

Helios Capital Management's BAH Position: Q4 2024 in Review

Helios Capital Management sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 14,100 shares — an estimated $2.29M sold.

Helios Capital Management first reported a position in BAH in Q4 2021 and held it in 8 quarters. The position peaked at $2.29M in Q3 2024. 743 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

  • Helios Capital Management reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
  • Helios Capital Management sold 14,100 Booz Allen Hamilton shares in Q4 2024, an estimated $2.29M.
  • Helios Capital Management first reported a position in Booz Allen Hamilton in Q4 2021 and held it in 8 quarters.
  • Helios Capital Management's Booz Allen Hamilton position peaked at $2.29M in Q3 2024.
  • 743 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on Helios Capital Management's 13F filing for Q4 2024, filed 27 Jan 2025.