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Kaizen Advisory’s Booz Allen Hamilton BAH Stock Holding History

Kaizen Advisory’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
2018
Q4 		$776K Sell
17,222
-3,314
-16% -$163K 0.54% 41
2018
Q3 		$1.02M Buy
+20,536
New +$1M 0.53% 55

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kaizen Advisory's BAH Position: Q4 2018 in Review

Kaizen Advisory reduced its Booz Allen Hamilton (BAH) stake by 16% in Q4 2018, selling an estimated $163K and leaving 17,222 shares worth $776K. The position accounts for 0.54% of the portfolio, ranked #41.

Kaizen Advisory first reported a position in BAH in Q3 2018 and has held it in 2 quarters since. The position peaked at $1.02M in Q3 2018. 372 funds tracked by Wall St. Rank hold BAH as of Q4 2018.

  • Kaizen Advisory held 17,222 shares of Booz Allen Hamilton worth $776K as of Q4 2018.
  • Kaizen Advisory sold 3,314 Booz Allen Hamilton shares in Q4 2018, an estimated $163K.
  • Booz Allen Hamilton made up 0.54% of Kaizen Advisory's portfolio in Q4 2018, its #41 holding.
  • Kaizen Advisory first reported a position in Booz Allen Hamilton in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's Booz Allen Hamilton position peaked at $1.02M in Q3 2018.
  • 372 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.