LWM
BAH icon

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

Lenox Wealth 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
2019
Q3 		– Sell
-328
Closed -$21K – 698
2019
Q2 		$21K Buy
328
+24
+8% +$1.48K 0.01% 345
2019
Q1 		$18K Sell
304
-87
-22% -$4.52K 0.01% 366
2018
Q4 		$19K Buy
+391
New +$19.2K 0.01% 297

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Lenox Wealth Management's BAH Position: Q3 2019 in Review

Lenox Wealth Management sold out of Booz Allen Hamilton (BAH) in Q3 2019, closing a stake of 328 shares — an estimated $21K sold.

Lenox Wealth Management first reported a position in BAH in Q4 2018 and held it in 3 quarters. The position peaked at $21K in Q2 2019. 428 funds tracked by Wall St. Rank hold BAH as of Q3 2019.

  • Lenox Wealth Management reported no remaining Booz Allen Hamilton position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 328 Booz Allen Hamilton shares in Q3 2019, an estimated $21K.
  • Lenox Wealth Management first reported a position in Booz Allen Hamilton in Q4 2018 and held it in 3 quarters.
  • Lenox Wealth Management's Booz Allen Hamilton position peaked at $21K in Q2 2019.
  • 428 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2019.

Based on Lenox Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.