Unigestion Holding’s Booz Allen Hamilton BAH Stock Holding History

Unigestion Holding’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
2024 Q3	–	Sell	-24,008	Closed	-$3.07M	–	157
2024 Q2	$3.07M	Buy	+24,008	New	+$3.6M	0.17%	77
2024 Q1	–	Sell	-24,008	Closed	-$3.07M	–	146
2023 Q4	$3.07M	Sell	24,008 -4,618	-16%	-$576K	0.17%	77
2023 Q3	$3.11M	Hold	28,626	–	–	0.19%	80
2023 Q2	$3.15M	Buy	28,626 +6,218	+28%	+$615K	0.18%	84
2023 Q1	$2.06M	Hold	22,408	–	–	0.11%	103
2022 Q4	$2.33M	Hold	22,408	–	–	0.12%	104
2022 Q3	$2.07M	Hold	22,408	–	–	0.12%	104
2022 Q2	$2.02M	Hold	22,408	–	–	0.11%	99
2022 Q1	$1.97M	Buy	+22,408	New	+$1.84M	0.08%	98
2021 Q2	–	Sell	-7,912	Closed	-$637K	–	233
2021 Q1	$637K	Sell	7,912 -10,963	-58%	-$920K	0.02%	189
2020 Q4	$1.65M	Sell	18,875 -4,734	-20%	-$403K	0.06%	112
2020 Q3	$1.96M	Sell	23,609 -5,223	-18%	-$428K	0.07%	89
2020 Q2	$2.24M	Sell	28,832 -62,724	-69%	-$4.74M	0.08%	98
2020 Q1	$6.28M	Buy	+91,556	New	+$6.75M	0.23%	70

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Unigestion Holding's BAH Position: Q3 2024 in Review

Unigestion Holding sold out of Booz Allen Hamilton (BAH) in Q3 2024, closing a stake of 24,008 shares — an estimated $3.07M sold.

Unigestion Holding first reported a position in BAH in Q1 2020 and held it in 14 quarters. The position peaked at $6.28M in Q1 2020. 696 funds tracked by Wall St. Rank hold BAH as of Q3 2024.

Unigestion Holding reported no remaining Booz Allen Hamilton position as of Q3 2024 after selling out during the quarter.
Unigestion Holding sold 24,008 Booz Allen Hamilton shares in Q3 2024, an estimated $3.07M.
Unigestion Holding first reported a position in Booz Allen Hamilton in Q1 2020 and held it in 14 quarters.
Unigestion Holding's Booz Allen Hamilton position peaked at $6.28M in Q1 2020.
696 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2024.

Based on Unigestion Holding's 13F filing for Q3 2024, filed 19 Nov 2024.