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Lee Financial’s Booz Allen Hamilton BAH Stock Holding History

Lee Financial’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
Q2 		– Sell
-9,294
Closed -$1.38M – 149
2024
Q1 		$1.38M Sell
9,294
-2,077
-18% -$292K 0.23% 50
2023
Q4 		$1.45M Buy
11,371
+23
+0.2% +$2.87K 0.26% 42
2023
Q3 		$1.24M Sell
11,348
-2,338
-17% -$269K 0.23% 45
2023
Q2 		$1.53M Sell
13,686
-2,708
-17% -$268K 0.27% 42
2023
Q1 		$1.52M Sell
16,394
-2,386
-13% -$226K 0.26% 48
2022
Q4 		$1.96M Buy
18,780
+213
+1% +$22.1K 0.33% 40
2022
Q3 		$1.72M Buy
18,567
+10
+0.1% +$948 0.32% 42
2022
Q2 		$1.68M Buy
18,557
+2,129
+13% +$182K 0.31% 43
2022
Q1 		$1.44M Buy
16,428
+2,578
+19% +$212K 0.26% 54
2021
Q4 		$1.17M Buy
13,850
+13,710
+9,793% +$1.16M 0.22% 59
2021
Q3 		$11K Hold
140
– – ﹤0.01% 406
2021
Q2 		$12K Hold
140
– – ﹤0.01% 381
2021
Q1 		$11K Sell
140
-70
-33% -$5.88K ﹤0.01% 372
2020
Q4 		$18K Sell
210
-40
-16% -$3.4K ﹤0.01% 302
2020
Q3 		$21K Hold
250
– – 0.01% 301
2020
Q2 		$19K Sell
250
-55
-18% -$4.16K 0.01% 280
2020
Q1 		$21K Hold
305
– – 0.01% 225
2019
Q4 		$22K Hold
305
– – ﹤0.01% 247
2019
Q3 		$22K Hold
305
– – ﹤0.01% 246
2019
Q2 		$20K Hold
305
– – ﹤0.01% 261
2019
Q1 		$18K Hold
305
– – ﹤0.01% 260
2018
Q4 		$14K Hold
305
– – ﹤0.01% 246
2018
Q3 		$15K Hold
305
– – ﹤0.01% 276
2018
Q2 		$13K Hold
305
– – ﹤0.01% 423
2018
Q1 		$12K Hold
305
– – ﹤0.01% 432
2017
Q4 		$12K Hold
305
– – ﹤0.01% 297
2017
Q3 		$11K Hold
305
– – ﹤0.01% 315
2017
Q2 		$10K Hold
305
– – ﹤0.01% 314
2017
Q1 		$11K Buy
305
+75
+33% +$2.68K ﹤0.01% 260
2016
Q4 		$8K Buy
+230
New +$7.8K ﹤0.01% 315

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's BAH Position: Q2 2024 in Review

Lee Financial sold out of Booz Allen Hamilton (BAH) in Q2 2024, closing a stake of 9,294 shares — an estimated $1.38M sold.

Lee Financial first reported a position in BAH in Q4 2016 and held it in 30 quarters. The position peaked at $1.96M in Q4 2022. 728 funds tracked by Wall St. Rank hold BAH as of Q2 2024.

  • Lee Financial reported no remaining Booz Allen Hamilton position as of Q2 2024 after selling out during the quarter.
  • Lee Financial sold 9,294 Booz Allen Hamilton shares in Q2 2024, an estimated $1.38M.
  • Lee Financial first reported a position in Booz Allen Hamilton in Q4 2016 and held it in 30 quarters.
  • Lee Financial's Booz Allen Hamilton position peaked at $1.96M in Q4 2022.
  • 728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2024.

Based on Lee Financial's 13F filing for Q2 2024, filed 14 Aug 2024.