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Private Ocean’s Booz Allen Hamilton BAH Stock Holding History

Private Ocean’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
Q2 		$2.62K Buy
+17
New +$2.55K ﹤0.01% 509
2023
Q3 		– Sell
-31
Closed -$3.43K – 483
2023
Q2 		$3.43K Hold
31
– – ﹤0.01% 462
2023
Q1 		$2.85K Buy
+31
New +$2.94K ﹤0.01% 502

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

Private Ocean's BAH Position: Q2 2024 in Review

Private Ocean opened a new position in Booz Allen Hamilton (BAH) in Q2 2024: 17 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Private Ocean previously reported a position in BAH as recently as Q2 2023.

Private Ocean first reported a position in BAH in Q1 2023 and has held it in 3 quarters since. The position peaked at $3.43K in Q2 2023. 728 funds tracked by Wall St. Rank hold BAH as of Q2 2024.

  • Private Ocean held 17 shares of Booz Allen Hamilton worth $2.62K as of Q2 2024.
  • Booz Allen Hamilton was a new Private Ocean position in Q2 2024.
  • Booz Allen Hamilton made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #509 holding.
  • Private Ocean first reported a position in Booz Allen Hamilton in Q1 2023 and has held it in 3 quarters since.
  • Private Ocean's Booz Allen Hamilton position peaked at $3.43K in Q2 2023.
  • 728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.