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Steward Financial Group’s Booz Allen Hamilton BAH Stock Holding History

Steward Financial Group’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
Q3 		$19K Buy
178
+21
+13% +$2.41K 0.01% 254
2023
Q2 		$17K Buy
157
+27
+21% +$2.67K 0.01% 265
2023
Q1 		$12K Buy
130
+54
+71% +$5.12K ﹤0.01% 171
2022
Q4 		$7K Buy
+76
New +$7.9K ﹤0.01% 169
2022
Q3 		– Sell
-82
Closed -$7K – 180
2022
Q2 		$7K Sell
82
-121
-60% -$10.3K 0.01% 284
2022
Q1 		$17K Buy
+203
New +$16.7K 0.02% 169

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

Steward Financial Group's BAH Position: Q3 2023 in Review

Steward Financial Group increased its Booz Allen Hamilton (BAH) stake by 13% in Q3 2023, buying an estimated $2.41K and bringing the position to 178 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #254.

Steward Financial Group first reported a position in BAH in Q1 2022 and has held it in 6 quarters since. 630 funds tracked by Wall St. Rank hold BAH as of Q3 2023.

  • Steward Financial Group held 178 shares of Booz Allen Hamilton worth $19K as of Q3 2023.
  • Steward Financial Group bought 21 Booz Allen Hamilton shares in Q3 2023, an estimated $2.41K.
  • Booz Allen Hamilton made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #254 holding.
  • Steward Financial Group first reported a position in Booz Allen Hamilton in Q1 2022 and has held it in 6 quarters since.
  • 630 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.