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Simplicity Solutions’s Booz Allen Hamilton BAH Stock Holding History

Simplicity Solutions’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
2023
Q4 		$221K Buy
+1,724
New +$215K 0.01% 944
2019
Q4 		– Sell
-3,387
Closed -$241K – 834
2019
Q3 		$241K Buy
3,387
+115
+4% +$8.14K 0.01% 634
2019
Q2 		$217K Buy
+3,272
New +$201K 0.01% 604

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Simplicity Solutions's BAH Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Booz Allen Hamilton (BAH) in Q4 2023: 1,724 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in BAH as recently as Q3 2019.

Simplicity Solutions first reported a position in BAH in Q2 2019 and has held it in 3 quarters since. The position peaked at $241K in Q3 2019. 633 funds tracked by Wall St. Rank hold BAH as of Q4 2023.

  • Simplicity Solutions held 1,724 shares of Booz Allen Hamilton worth $221K as of Q4 2023.
  • Booz Allen Hamilton was a new Simplicity Solutions position in Q4 2023.
  • Booz Allen Hamilton made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #944 holding.
  • Simplicity Solutions first reported a position in Booz Allen Hamilton in Q2 2019 and has held it in 3 quarters since.
  • Simplicity Solutions's Booz Allen Hamilton position peaked at $241K in Q3 2019.
  • 633 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.