Loomis, Sayles & Company
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Loomis, Sayles & Company’s Booz Allen Hamilton BAH Stock Holding History

Loomis, Sayles & Company’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
2023
Q3 		– Sell
-63
Closed -$7K – 913
2023
Q2 		$7K Buy
63
+27
+75% +$2.67K ﹤0.01% 744
2023
Q1 		$3K Sell
36
-114
-76% -$10.8K ﹤0.01% 920
2022
Q4 		$16K Buy
+150
New +$15.6K ﹤0.01% 741
2021
Q2 		– Sell
-49,459
Closed -$3.98M – 835
2021
Q1 		$3.98M Sell
49,459
-361,088
-88% -$30.3M 0.01% 425
2020
Q4 		$35.8M Sell
410,547
-29,121
-7% -$2.48M 0.05% 181
2020
Q3 		$36.5M Sell
439,668
-7,463
-2% -$611K 0.05% 142
2020
Q2 		$34.8M Buy
447,131
+22,212
+5% +$1.68M 0.06% 135
2020
Q1 		$29.2M Sell
424,919
-2,390
-0.6% -$176K 0.06% 120
2019
Q4 		$30.4M Sell
427,309
-54,629
-11% -$3.89M 0.05% 149
2019
Q3 		$34.2M Buy
481,938
+30,830
+7% +$2.18M 0.07% 123
2019
Q2 		$29.9M Sell
451,108
-43,352
-9% -$2.67M 0.06% 146
2019
Q1 		$28.7M Buy
494,460
+108,241
+28% +$5.62M 0.06% 141
2018
Q4 		$17.4M Buy
386,219
+115,051
+42% +$5.65M 0.04% 192
2018
Q3 		$13.5M Sell
271,168
-67,132
-20% -$3.27M 0.03% 307
2018
Q2 		$14.8M Buy
338,300
+176,597
+109% +$7.4M 0.03% 319
2018
Q1 		$6.26M Sell
161,703
-30,666
-16% -$1.19M 0.01% 506
2017
Q4 		$7.33M Sell
192,369
-198,317
-51% -$7.5M 0.02% 483
2017
Q3 		$14.6M Sell
390,686
-191,084
-33% -$6.57M 0.03% 347
2017
Q2 		$18.9M Sell
581,770
-560,615
-49% -$20.2M 0.04% 270
2017
Q1 		$40.4M Sell
1,142,385
-12,503
-1% -$447K 0.1% 119
2016
Q4 		$41.7M Sell
1,154,888
-130,885
-10% -$4.44M 0.1% 128
2016
Q3 		$40.6M Sell
1,285,773
-108,607
-8% -$3.31M 0.1% 118
2016
Q2 		$41.3M Buy
1,394,380
+257,440
+23% +$7.37M 0.11% 123
2016
Q1 		$34.4M Buy
1,136,940
+574,885
+102% +$16.4M 0.1% 151
2015
Q4 		$17.3M Sell
562,055
-9,616
-2% -$279K 0.05% 327
2015
Q3 		$15M Buy
571,671
+276,760
+94% +$7.39M 0.04% 355
2015
Q2 		$7.44M Buy
+294,911
New +$7.99M 0.02% 493

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

Loomis, Sayles & Company's BAH Position: Q3 2023 in Review

Loomis, Sayles & Company sold out of Booz Allen Hamilton (BAH) in Q3 2023, closing a stake of 63 shares — an estimated $7K sold.

Loomis, Sayles & Company first reported a position in BAH in Q2 2015 and held it in 27 quarters. The position peaked at $41.7M in Q4 2016. 630 funds tracked by Wall St. Rank hold BAH as of Q3 2023.

  • Loomis, Sayles & Company reported no remaining Booz Allen Hamilton position as of Q3 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 63 Booz Allen Hamilton shares in Q3 2023, an estimated $7K.
  • Loomis, Sayles & Company first reported a position in Booz Allen Hamilton in Q2 2015 and held it in 27 quarters.
  • Loomis, Sayles & Company's Booz Allen Hamilton position peaked at $41.7M in Q4 2016.
  • 630 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2023.

Based on Loomis, Sayles & Company's 13F filing for Q3 2023, filed 9 Nov 2023.