SIA
BAH icon

Schechter Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		– Sell
-1,586
Closed -$204K – 637
2024
Q4 		$204K Sell
1,586
-460
-22% -$71.4K 0.02% 573
2024
Q3 		$333K Sell
2,046
-345
-14% -$52.8K 0.02% 474
2024
Q2 		$368K Buy
2,391
+280
+13% +$42K 0.03% 433
2024
Q1 		$313K Buy
2,111
+27
+1% +$3.8K 0.02% 492
2023
Q4 		$267K Sell
2,084
-92
-4% -$11.5K 0.02% 490
2023
Q3 		$238K Buy
2,176
+308
+16% +$35.4K 0.02% 510
2023
Q2 		$209K Buy
+1,868
New +$185K 0.02% 584

Other funds holding BAH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schechter Investment Advisors's BAH Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 1,586 shares — an estimated $204K sold.

Schechter Investment Advisors first reported a position in BAH in Q2 2023 and held it in 7 quarters. The position peaked at $368K in Q2 2024. 727 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

  • Schechter Investment Advisors reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,586 Booz Allen Hamilton shares in Q1 2025, an estimated $204K.
  • Schechter Investment Advisors first reported a position in Booz Allen Hamilton in Q2 2023 and held it in 7 quarters.
  • Schechter Investment Advisors's Booz Allen Hamilton position peaked at $368K in Q2 2024.
  • 727 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.