WoodTrust Financial’s Booz Allen Hamilton BAH Stock Holding History

WoodTrust 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
2025 Q1	–	Sell	-6,050	Closed	-$779K	–	164
2024 Q4	$779K	Hold	6,050	–	–	0.11%	92
2024 Q3	$985K	Sell	6,050 -100	-2%	-$15.3K	0.14%	88
2024 Q2	$946K	Sell	6,150 -1	-0%	-$150	0.15%	91
2024 Q1	$913K	Buy	6,151 +1	+0%	+$141	0.14%	89
2023 Q4	$787K	Hold	6,150	–	–	0.13%	88
2023 Q3	$672K	Hold	6,150	–	–	0.13%	92
2023 Q2	$686K	Hold	6,150	–	–	0.13%	94
2023 Q1	$570K	Hold	6,150	–	–	0.11%	92
2022 Q4	$643K	Hold	6,150	–	–	0.13%	90
2022 Q3	$568K	Buy	6,150 +250	+4%	+$23.7K	0.13%	92
2022 Q2	$533K	Buy	5,900 +100	+2%	+$8.54K	0.12%	96
2022 Q1	$509K	Buy	5,800 +2,700	+87%	+$222K	0.1%	96
2021 Q4	$263K	Buy	+3,100	New	+$261K	0.05%	120

Other funds holding BAH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WoodTrust Financial's BAH Position: Q1 2025 in Review

WoodTrust Financial sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 6,050 shares — an estimated $779K sold.

WoodTrust Financial first reported a position in BAH in Q4 2021 and held it in 13 quarters. The position peaked at $985K in Q3 2024. 728 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

WoodTrust Financial reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
WoodTrust Financial sold 6,050 Booz Allen Hamilton shares in Q1 2025, an estimated $779K.
WoodTrust Financial first reported a position in Booz Allen Hamilton in Q4 2021 and held it in 13 quarters.
WoodTrust Financial's Booz Allen Hamilton position peaked at $985K in Q3 2024.
728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on WoodTrust Financial's 13F filing for Q1 2025, filed 23 Apr 2025.