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USA Financial Formulas’s Booz Allen Hamilton BAH Stock Holding History

USA Financial Formulas’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
-2,067
Closed -$318K – 276
2024
Q2 		$318K Buy
+2,067
New +$310K 0.05% 113
2024
Q1 		– Sell
-2,167
Closed -$277K – 312
2023
Q4 		$277K Buy
+2,167
New +$270K 0.05% 130
2023
Q2 		– Sell
-6
Closed -$556 – 493
2023
Q1 		$556 Buy
+6
New +$569 ﹤0.01% 355
2020
Q1 		– Sell
-8,457
Closed -$602K – 214
2019
Q4 		$602K Sell
8,457
-3,656
-30% -$260K 0.25% 88
2019
Q3 		$860K Buy
+12,113
New +$858K 0.33% 79

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

USA Financial Formulas's BAH Position: Q3 2024 in Review

USA Financial Formulas sold out of Booz Allen Hamilton (BAH) in Q3 2024, closing a stake of 2,067 shares — an estimated $318K sold.

USA Financial Formulas first reported a position in BAH in Q3 2019 and held it in 5 quarters. The position peaked at $860K in Q3 2019. 696 funds tracked by Wall St. Rank hold BAH as of Q3 2024.

  • USA Financial Formulas reported no remaining Booz Allen Hamilton position as of Q3 2024 after selling out during the quarter.
  • USA Financial Formulas sold 2,067 Booz Allen Hamilton shares in Q3 2024, an estimated $318K.
  • USA Financial Formulas first reported a position in Booz Allen Hamilton in Q3 2019 and held it in 5 quarters.
  • USA Financial Formulas's Booz Allen Hamilton position peaked at $860K in Q3 2019.
  • 696 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2024.

Based on USA Financial Formulas's 13F filing for Q3 2024, filed 8 Oct 2024.