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Whittier Trust’s Booz Allen Hamilton BAH Stock Holding History

Whittier Trust’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
-7
Closed -$1.14K – 1550
2024
Q3 		$1.14K Buy
+7
New +$1.07K ﹤0.01% 1484
2021
Q4 		– Sell
-85
Closed -$7K – 1572
2021
Q3 		$7K Hold
85
– – ﹤0.01% 1288
2021
Q2 		$7K Hold
85
– – ﹤0.01% 1315
2021
Q1 		$7K Buy
+85
New +$7.13K ﹤0.01% 1297
2019
Q1 		– Sell
-245
Closed -$11K – 1423
2018
Q4 		$11K Buy
+245
New +$12K ﹤0.01% 1074

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Whittier Trust's BAH Position: Q4 2024 in Review

Whittier Trust sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 7 shares — an estimated $1.14K sold.

Whittier Trust first reported a position in BAH in Q4 2018 and held it in 5 quarters. The position peaked at $11K in Q4 2018. 743 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

  • Whittier Trust reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
  • Whittier Trust sold 7 Booz Allen Hamilton shares in Q4 2024, an estimated $1.14K.
  • Whittier Trust first reported a position in Booz Allen Hamilton in Q4 2018 and held it in 5 quarters.
  • Whittier Trust's Booz Allen Hamilton position peaked at $11K in Q4 2018.
  • 743 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.