Psagot Value Holdings’s Booz Allen Hamilton BAH Stock Holding History

Psagot Value Holdings’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	-60	Closed	-$8K	–	179
2023 Q4	$8K	Buy	60 +14	+30%	+$1.75K	﹤0.01%	353
2023 Q3	$5K	Buy	46 +20	+77%	+$2.3K	﹤0.01%	377
2023 Q2	$3K	Buy	26 +7	+37%	+$692	﹤0.01%	386
2023 Q1	$2K	Buy	+19	New	+$1.8K	﹤0.01%	406
2022 Q2	–	Sell	-1,500	Closed	-$132K	–	329
2022 Q1	$132K	Hold	1,500	–	–	0.03%	233
2021 Q4	$127K	Sell	1,500 -2,900	-66%	-$245K	0.02%	253
2021 Q3	$349K	Sell	4,400 -3,078	-41%	-$257K	0.06%	207
2021 Q2	$637K	Hold	7,478	–	–	0.02%	194
2021 Q1	$602K	Hold	7,478	–	–	0.01%	213
2020 Q4	$652K	Sell	7,478 -22	-0.3%	-$1.87K	0.02%	193
2020 Q3	$622K	Buy	+7,500	New	+$614K	0.02%	191
2020 Q1	–	Sell	-11,800	Closed	-$839K	–	392
2019 Q4	$839K	Buy	+11,800	New	+$840K	0.03%	186
2019 Q3	–	Sell	-18,800	Closed	-$1.25M	–	408
2019 Q2	$1.25M	Hold	18,800	–	–	0.05%	156
2019 Q1	$1.09M	Sell	18,800 -3,700	-16%	-$192K	0.05%	172
2018 Q4	$1.01M	Buy	+22,500	New	+$1.1M	0.05%	170

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Psagot Value Holdings's BAH Position: Q1 2024 in Review

Psagot Value Holdings sold out of Booz Allen Hamilton (BAH) in Q1 2024, closing a stake of 60 shares — an estimated $8K sold.

Psagot Value Holdings first reported a position in BAH in Q4 2018 and held it in 15 quarters. The position peaked at $1.25M in Q2 2019. 705 funds tracked by Wall St. Rank hold BAH as of Q1 2024.

Psagot Value Holdings reported no remaining Booz Allen Hamilton position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 60 Booz Allen Hamilton shares in Q1 2024, an estimated $8K.
Psagot Value Holdings first reported a position in Booz Allen Hamilton in Q4 2018 and held it in 15 quarters.
Psagot Value Holdings's Booz Allen Hamilton position peaked at $1.25M in Q2 2019.
705 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.