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Morningstar Investment Management’s Booz Allen Hamilton BAH Stock Holding History

Morningstar Investment 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
2024
Q3 		– Sell
-2,432
Closed -$374K – 217
2024
Q2 		$374K Hold
2,432
– – 0.04% 147
2024
Q1 		$361K Hold
2,432
– – 0.04% 144
2023
Q4 		$311K Buy
2,432
+116
+5% +$14.5K 0.04% 152
2023
Q3 		$253K Hold
2,316
– – 0.03% 138
2023
Q2 		$258K Buy
+2,316
New +$229K 0.03% 141

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morningstar Investment Management's BAH Position: Q3 2024 in Review

Morningstar Investment Management sold out of Booz Allen Hamilton (BAH) in Q3 2024, closing a stake of 2,432 shares — an estimated $374K sold.

Morningstar Investment Management first reported a position in BAH in Q2 2023 and held it in 5 quarters. The position peaked at $374K in Q2 2024. 696 funds tracked by Wall St. Rank hold BAH as of Q3 2024.

  • Morningstar Investment Management reported no remaining Booz Allen Hamilton position as of Q3 2024 after selling out during the quarter.
  • Morningstar Investment Management sold 2,432 Booz Allen Hamilton shares in Q3 2024, an estimated $374K.
  • Morningstar Investment Management first reported a position in Booz Allen Hamilton in Q2 2023 and held it in 5 quarters.
  • Morningstar Investment Management's Booz Allen Hamilton position peaked at $374K in Q2 2024.
  • 696 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2024.

Based on Morningstar Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.