Lenox Wealth Advisors’s Booz Allen Hamilton BAH Stock Holding History

Lenox Wealth Advisors’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
2020 Q2	–	Sell	-98	Closed	-$7K	–	600
2020 Q1	$7K	Buy	+98	New	+$7.22K	﹤0.01%	377
2019 Q2	–	Sell	-104	Closed	-$6K	–	421
2019 Q1	$6K	Buy	+104	New	+$5.4K	﹤0.01%	323
2018 Q2	–	Sell	-43	Closed	-$2K	–	550
2018 Q1	$2K	Buy	+43	New	+$1.66K	﹤0.01%	460
2016 Q1	–	Sell	-50	Closed	-$2K	–	266
2015 Q4	$2K	Hold	50	–	–	﹤0.01%	310
2015 Q3	$1K	Buy	+50	New	+$1.33K	﹤0.01%	375
2015 Q2	–	Sell	-50	Closed	-$1K	–	298
2015 Q1	$1K	Hold	50	–	–	﹤0.01%	315
2014 Q4	$1K	Buy	+50	New	+$1.3K	﹤0.01%	317

Other funds holding BAH

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lenox Wealth Advisors's BAH Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Booz Allen Hamilton (BAH) in Q2 2020, closing a stake of 98 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in BAH in Q4 2014 and held it in 7 quarters. The position peaked at $7K in Q1 2020. 482 funds tracked by Wall St. Rank hold BAH as of Q2 2020.

Lenox Wealth Advisors reported no remaining Booz Allen Hamilton position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 98 Booz Allen Hamilton shares in Q2 2020, an estimated $7K.
Lenox Wealth Advisors first reported a position in Booz Allen Hamilton in Q4 2014 and held it in 7 quarters.
Lenox Wealth Advisors's Booz Allen Hamilton position peaked at $7K in Q1 2020.
482 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.