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tru Independence’s Booz Allen Hamilton BAH Stock Holding History

tru Independence’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
2020
Q3 		– Sell
-115
Closed -$9K – 363
2020
Q2 		$9K Buy
115
+65
+130% +$4.92K ﹤0.01% 601
2020
Q1 		$3K Hold
50
– – ﹤0.01% 580
2019
Q4 		$3K Buy
+50
New +$3.56K ﹤0.01% 741

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

tru Independence's BAH Position: Q3 2020 in Review

tru Independence sold out of Booz Allen Hamilton (BAH) in Q3 2020, closing a stake of 115 shares — an estimated $9K sold.

tru Independence first reported a position in BAH in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q2 2020. 502 funds tracked by Wall St. Rank hold BAH as of Q3 2020.

  • tru Independence reported no remaining Booz Allen Hamilton position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 115 Booz Allen Hamilton shares in Q3 2020, an estimated $9K.
  • tru Independence first reported a position in Booz Allen Hamilton in Q4 2019 and held it in 3 quarters.
  • tru Independence's Booz Allen Hamilton position peaked at $9K in Q2 2020.
  • 502 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.