Unio Capital’s Booz Allen Hamilton BAH Stock Holding History

Unio Capital’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 Q4	–	Sell	-2,742	Closed	-$446K	–	30
2024 Q3	$446K	Hold	2,742	–	–	0.18%	25
2024 Q2	$422K	Sell	2,742 -210	-7%	-$31.5K	0.18%	25
2024 Q1	$438K	Hold	2,952	–	–	0.19%	27
2023 Q4	$378K	Hold	2,952	–	–	0.19%	33
2023 Q3	$323K	Sell	2,952 -63	-2%	-$7.24K	0.17%	34
2023 Q2	$336K	Sell	3,015 -47,724	-94%	-$4.72M	0.17%	35
2023 Q1	$4.7M	Sell	50,739 -570	-1%	-$54K	2.52%	23
2022 Q4	$5.36M	Buy	51,309 +4,571	+10%	+$475K	2.98%	20
2022 Q3	$4.32M	Sell	46,738 -699	-1%	-$66.3K	2.61%	21
2022 Q2	$4.29M	Buy	47,437 +20,223	+74%	+$1.73M	2.47%	21
2022 Q1	$2.39M	Buy	+27,214	New	+$2.24M	1.03%	22

Other funds holding BAH

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

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Unio Capital's BAH Position: Q4 2024 in Review

Unio Capital sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 2,742 shares — an estimated $446K sold.

Unio Capital first reported a position in BAH in Q1 2022 and held it in 11 quarters. The position peaked at $5.36M in Q4 2022. 742 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

Unio Capital reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
Unio Capital sold 2,742 Booz Allen Hamilton shares in Q4 2024, an estimated $446K.
Unio Capital first reported a position in Booz Allen Hamilton in Q1 2022 and held it in 11 quarters.
Unio Capital's Booz Allen Hamilton position peaked at $5.36M in Q4 2022.
742 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on Unio Capital's 13F filing for Q4 2024, filed 14 Feb 2025.