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Robert N. Shapiro’s Booz Allen Hamilton BAH Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$154K Sell
5,810
-2,675
-32% -$69.5K 0.03% 285
2014
Q3 		$198K Hold
8,485
– – 0.04% 274
2014
Q2 		$181K Sell
8,485
-1,185
-12% -$26.8K 0.03% 284
2014
Q1 		$213K Hold
9,670
– – 0.04% 254
2013
Q4 		$185K Hold
9,670
– – 0.03% 273
2013
Q3 		$187K Sell
9,670
-1,750
-15% -$34.2K 0.03% 281
2013
Q2 		$198K Buy
+11,420
New +$181K 0.04% 260

Other funds holding BAH

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Robert N. Shapiro's BAH Position: Q4 2014 in Review

Robert N. Shapiro reduced its Booz Allen Hamilton (BAH) stake by 32% in Q4 2014, selling an estimated $69.5K and leaving 5,810 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #285.

Robert N. Shapiro first reported a position in BAH in Q2 2013 and has held it in 7 quarters since. The position peaked at $213K in Q1 2014. 210 funds tracked by Wall St. Rank hold BAH as of Q4 2014.

  • Robert N. Shapiro held 5,810 shares of Booz Allen Hamilton worth $154K as of Q4 2014.
  • Robert N. Shapiro sold 2,675 Booz Allen Hamilton shares in Q4 2014, an estimated $69.5K.
  • Booz Allen Hamilton made up 0.03% of Robert N. Shapiro's portfolio in Q4 2014, its #285 holding.
  • Robert N. Shapiro first reported a position in Booz Allen Hamilton in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Booz Allen Hamilton position peaked at $213K in Q1 2014.
  • 210 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.