NFG
BAH icon

Next Financial Group’s Booz Allen Hamilton BAH Stock Holding History

Next Financial Group’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
Q4 		$406K Buy
4,787
+1,881
+65% +$159K 0.03% 632
2021
Q3 		$230K Buy
2,906
+11
+0.4% +$919 0.02% 775
2021
Q2 		$247K Buy
2,895
+17
+0.6% +$1.44K 0.02% 751
2021
Q1 		$231K Sell
2,878
-1,323
-31% -$111K 0.02% 718
2020
Q4 		$367K Sell
4,201
-719
-15% -$61.1K 0.04% 482
2020
Q3 		$409K Buy
4,920
+168
+4% +$13.8K 0.04% 389
2020
Q2 		$370K Buy
4,752
+1,706
+56% +$129K 0.04% 354
2020
Q1 		$209K Sell
3,046
-544
-15% -$40.1K 0.03% 514
2019
Q4 		$255K Sell
3,590
-2,312
-39% -$165K 0.03% 612
2019
Q3 		$419K Buy
5,902
+2,570
+77% +$182K 0.05% 404
2019
Q2 		$220K Sell
3,332
-3,707
-53% -$228K 0.02% 626
2019
Q1 		$409K Buy
7,039
+6,833
+3,317% +$355K 0.1% 150
2018
Q4 		$9K Buy
+206
New +$10.1K ﹤0.01% 1362
2017
Q4 		– Sell
-550
Closed -$21K – 352
2017
Q3 		$21K Sell
550
-100
-15% -$3.44K 0.01% 952
2017
Q2 		$21K Sell
650
-797
-55% -$28.7K 0.01% 1048
2017
Q1 		$52K Buy
1,447
+797
+123% +$28.5K 0.01% 708
2016
Q4 		$23K Hold
650
– – ﹤0.01% 1312
2016
Q3 		$21K Hold
650
– – ﹤0.01% 1328
2016
Q2 		$19K Sell
650
-100
-13% -$2.86K 0.01% 985
2016
Q1 		$22K Sell
750
-100
-12% -$2.85K 0.01% 896
2015
Q4 		$26K Hold
850
– – 0.01% 831
2015
Q3 		$22K Hold
850
– – 0.01% 913
2015
Q2 		$21K Buy
+850
New +$23K 0.01% 981

Other funds holding BAH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Next Financial Group's BAH Position: Q4 2021 in Review

Next Financial Group increased its Booz Allen Hamilton (BAH) stake by 65% in Q4 2021, buying an estimated $159K and bringing the position to 4,787 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #632.

Next Financial Group first reported a position in BAH in Q2 2015 and has held it in 23 quarters since. The position peaked at $419K in Q3 2019. 513 funds tracked by Wall St. Rank hold BAH as of Q4 2021.

  • Next Financial Group held 4,787 shares of Booz Allen Hamilton worth $406K as of Q4 2021.
  • Next Financial Group bought 1,881 Booz Allen Hamilton shares in Q4 2021, an estimated $159K.
  • Booz Allen Hamilton made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #632 holding.
  • Next Financial Group first reported a position in Booz Allen Hamilton in Q2 2015 and has held it in 23 quarters since.
  • Next Financial Group's Booz Allen Hamilton position peaked at $419K in Q3 2019.
  • 513 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.