Newfound Research’s Booz Allen Hamilton BAH Stock Holding History

Newfound Research’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
2021 Q1	–	Sell	-434	Closed	-$38K	–	130
2020 Q4	$38K	Buy	+434	New	+$36.9K	0.1%	123

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

BCIM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newfound Research's BAH Position: Q1 2021 in Review

Newfound Research sold out of Booz Allen Hamilton (BAH) in Q1 2021, closing a stake of 434 shares — an estimated $38K sold.

Newfound Research first reported a position in BAH in Q4 2020 and held it in 1 quarter. The position peaked at $38K in Q4 2020. 524 funds tracked by Wall St. Rank hold BAH as of Q1 2021.

Newfound Research reported no remaining Booz Allen Hamilton position as of Q1 2021 after selling out during the quarter.
Newfound Research sold 434 Booz Allen Hamilton shares in Q1 2021, an estimated $38K.
Newfound Research first reported a position in Booz Allen Hamilton in Q4 2020 and held it in 1 quarter.
Newfound Research's Booz Allen Hamilton position peaked at $38K in Q4 2020.
524 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2021.

Based on Newfound Research's 13F filing for Q1 2021, filed 28 Apr 2021.