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Jay D. Rosenbaum’s Booz Allen Hamilton BAH Stock Holding History

Jay D. Rosenbaum’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
-1,354
Closed -$208K – 12
2024
Q2 		$208K Sell
1,354
-160
-11% -$24K 1.18% 29
2024
Q1 		$225K Buy
+1,514
New +$213K 1.28% 26
2023
Q2 		– Sell
-2,200
Closed -$204K – 66
2023
Q1 		$204K Hold
2,200
– – 0.38% 54
2022
Q4 		$230K Hold
2,200
– – 0.5% 50
2022
Q3 		$203K Sell
2,200
-520
-19% -$49.3K 0.47% 53
2022
Q2 		$246K Hold
2,720
– – 0.48% 53
2022
Q1 		$239K Buy
+2,720
New +$224K 0.38% 58

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

Jay D. Rosenbaum's BAH Position: Q3 2024 in Review

Jay D. Rosenbaum sold out of Booz Allen Hamilton (BAH) in Q3 2024, closing a stake of 1,354 shares — an estimated $208K sold.

Jay D. Rosenbaum first reported a position in BAH in Q1 2022 and held it in 7 quarters. The position peaked at $246K in Q2 2022. 696 funds tracked by Wall St. Rank hold BAH as of Q3 2024.

  • Jay D. Rosenbaum reported no remaining Booz Allen Hamilton position as of Q3 2024 after selling out during the quarter.
  • Jay D. Rosenbaum sold 1,354 Booz Allen Hamilton shares in Q3 2024, an estimated $208K.
  • Jay D. Rosenbaum first reported a position in Booz Allen Hamilton in Q1 2022 and held it in 7 quarters.
  • Jay D. Rosenbaum's Booz Allen Hamilton position peaked at $246K in Q2 2022.
  • 696 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2024.

Based on Jay D. Rosenbaum's 13F filing for Q3 2024, filed 7 Nov 2024.