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Optimal Asset Management’s Booz Allen Hamilton BAH Stock Holding History

Optimal Asset 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
2021
Q3 		$359K Buy
4,519
+10
+0.2% +$836 0.04% 326
2021
Q2 		$384K Hold
4,509
– – 0.05% 329
2021
Q1 		$363K Buy
+4,509
New +$378K 0.05% 325

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Optimal Asset Management's BAH Position: Q3 2021 in Review

Optimal Asset Management increased its Booz Allen Hamilton (BAH) stake by 0.22% in Q3 2021, buying an estimated $836 and bringing the position to 4,519 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #326.

Optimal Asset Management first reported a position in BAH in Q1 2021 and has held it in 3 quarters since. The position peaked at $384K in Q2 2021. 481 funds tracked by Wall St. Rank hold BAH as of Q3 2021.

  • Optimal Asset Management held 4,519 shares of Booz Allen Hamilton worth $359K as of Q3 2021.
  • Optimal Asset Management bought 10 Booz Allen Hamilton shares in Q3 2021, an estimated $836.
  • Booz Allen Hamilton made up 0.04% of Optimal Asset Management's portfolio in Q3 2021, its #326 holding.
  • Optimal Asset Management first reported a position in Booz Allen Hamilton in Q1 2021 and has held it in 3 quarters since.
  • Optimal Asset Management's Booz Allen Hamilton position peaked at $384K in Q2 2021.
  • 481 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.