Welch & Forbes’s Booz Allen Hamilton BAH Stock Holding History

Welch & Forbes’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
2023 Q1	–	Sell	-5,437	Closed	-$568K	–	366
2022 Q4	$568K	Buy	5,437 +102	+2%	+$10.6K	0.01%	269
2022 Q3	$493K	Hold	5,335	–	–	0.01%	279
2022 Q2	$482K	Buy	5,335 +535	+11%	+$45.7K	0.01%	285
2022 Q1	$422K	Hold	4,800	–	–	0.01%	304
2021 Q4	$407K	Hold	4,800	–	–	0.01%	304
2021 Q3	$381K	Hold	4,800	–	–	0.01%	309
2021 Q2	$409K	Hold	4,800	–	–	0.01%	309
2021 Q1	$387K	Hold	4,800	–	–	0.01%	311
2020 Q4	$418K	Hold	4,800	–	–	0.01%	293
2020 Q3	$398K	Sell	4,800 -34	-0.7%	-$2.78K	0.01%	267
2020 Q2	$376K	Buy	4,834 +34	+0.7%	+$2.57K	0.01%	269
2020 Q1	$329K	Hold	4,800	–	–	0.01%	265
2019 Q4	$341K	Hold	4,800	–	–	0.01%	293
2019 Q3	$341K	Hold	4,800	–	–	0.01%	296
2019 Q2	$318K	Hold	4,800	–	–	0.01%	297
2019 Q1	$279K	Sell	4,800 -43	-0.9%	-$2.23K	0.01%	310
2018 Q4	$218K	Hold	4,843	–	–	0.01%	319
2018 Q3	$240K	Hold	4,843	–	–	0.01%	331
2018 Q2	$212K	Buy	+4,843	New	+$203K	0.01%	343
2017 Q1	–	Sell	-5,900	Closed	-$213K	–	348
2016 Q4	$213K	Buy	+5,900	New	+$200K	0.01%	323

Other funds holding BAH

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return