WT
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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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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