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Univest Financial’s Booz Allen Hamilton BAH Stock Holding History

Univest Financial’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
-1,310
Closed -$213K – 274
2024
Q3 		$213K Hold
1,310
– – 0.01% 263
2024
Q2 		$202K Buy
+1,310
New +$196K 0.06% 133

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Univest Financial's BAH Position: Q4 2024 in Review

Univest Financial sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 1,310 shares — an estimated $213K sold.

Univest Financial first reported a position in BAH in Q2 2024 and held it in 2 quarters. The position peaked at $213K in Q3 2024. 742 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

  • Univest Financial reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
  • Univest Financial sold 1,310 Booz Allen Hamilton shares in Q4 2024, an estimated $213K.
  • Univest Financial first reported a position in Booz Allen Hamilton in Q2 2024 and held it in 2 quarters.
  • Univest Financial's Booz Allen Hamilton position peaked at $213K in Q3 2024.
  • 742 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on Univest Financial's 13F filing for Q4 2024, filed 12 Feb 2025.