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Northwest & Ethical Investments’s Booz Allen Hamilton BAH Stock Holding History

Northwest & Ethical Investments’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
Q1 		– Sell
-18,307
Closed -$2.34M – 492
2023
Q4 		$2.34M Sell
18,307
-10,389
-36% -$1.3M 0.07% 230
2023
Q3 		$3.14M Sell
28,696
-3,170
-10% -$364K 0.11% 209
2023
Q2 		$3.56M Hold
31,866
– – 0.11% 208
2023
Q1 		$2.95M Sell
31,866
-26,640
-46% -$2.53M 0.1% 217
2022
Q4 		$6.12M Sell
58,506
-46,171
-44% -$4.8M 0.21% 149
2022
Q3 		$9.67M Buy
104,677
+2,460
+2% +$233K 0.39% 83
2022
Q2 		$9.24M Sell
102,217
-1,135
-1% -$96.9K 0.35% 89
2022
Q1 		$9.08M Buy
103,352
+22,000
+27% +$1.81M 0.29% 102
2021
Q4 		$6.9M Buy
81,352
+22,240
+38% +$1.88M 0.2% 135
2021
Q3 		$4.69M Buy
59,112
+20,460
+53% +$1.71M 0.15% 170
2021
Q2 		$3.29M Buy
38,652
+8,608
+29% +$728K 0.11% 192
2021
Q1 		$2.42M Sell
30,044
-13,130
-30% -$1.1M 0.08% 245
2020
Q4 		$3.76M Sell
43,174
-6,870
-14% -$584K 0.14% 180
2020
Q3 		$4.15M Sell
50,044
-10,200
-17% -$835K 0.18% 149
2020
Q2 		$4.69M Buy
60,244
+4,470
+8% +$338K 0.22% 133
2020
Q1 		$3.83M Buy
55,774
+8,630
+18% +$636K 0.22% 129
2019
Q4 		$3.35M Sell
47,144
-7,580
-14% -$540K 0.15% 180
2019
Q3 		$3.89M Buy
54,724
+2,280
+4% +$161K 0.19% 148
2019
Q2 		$3.47M Sell
52,444
-34,800
-40% -$2.14M 0.17% 166
2019
Q1 		$5.07M Hold
87,244
– – 0.26% 124
2018
Q4 		$3.93M Buy
87,244
+38,368
+79% +$1.88M 0.23% 133
2018
Q3 		$2.43M Sell
48,876
-5,840
-11% -$285K 0.15% 199
2018
Q2 		$2.39M Buy
54,716
+1,140
+2% +$47.8K 0.16% 192
2018
Q1 		$2.07M Sell
53,576
-5,450
-9% -$211K 0.14% 212
2017
Q4 		$2.25M Buy
59,026
+3,710
+7% +$140K 0.15% 202
2017
Q3 		$2.07M Sell
55,316
-7,320
-12% -$252K 0.13% 204
2017
Q2 		$2.04M Sell
62,636
-510
-0.8% -$18.3K 0.14% 195
2017
Q1 		$2.23M Buy
63,146
+10,190
+19% +$364K 0.15% 175
2016
Q4 		$1.91M Sell
52,956
-2,720
-5% -$92.2K 0.13% 191
2016
Q3 		$1.76M Buy
+55,676
New +$1.7M 0.12% 187

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Northwest & Ethical Investments's BAH Position: Q1 2024 in Review

Northwest & Ethical Investments sold out of Booz Allen Hamilton (BAH) in Q1 2024, closing a stake of 18,307 shares — an estimated $2.34M sold.

Northwest & Ethical Investments first reported a position in BAH in Q3 2016 and held it in 30 quarters. The position peaked at $9.67M in Q3 2022. 705 funds tracked by Wall St. Rank hold BAH as of Q1 2024.

  • Northwest & Ethical Investments reported no remaining Booz Allen Hamilton position as of Q1 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 18,307 Booz Allen Hamilton shares in Q1 2024, an estimated $2.34M.
  • Northwest & Ethical Investments first reported a position in Booz Allen Hamilton in Q3 2016 and held it in 30 quarters.
  • Northwest & Ethical Investments's Booz Allen Hamilton position peaked at $9.67M in Q3 2022.
  • 705 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2024.

Based on Northwest & Ethical Investments's 13F filing for Q1 2024, filed 9 Jul 2025.