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Zullo Investment Group’s Booz Allen Hamilton BAH Stock Holding History

Zullo Investment Group’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
-427
Closed -$44.7K – 178
2022
Q4 		$44.7K Hold
427
– – 0.03% 285
2022
Q3 		$39K Hold
427
– – 0.03% 299
2022
Q2 		$39K Hold
427
– – 0.02% 306
2022
Q1 		$38K Hold
427
– – 0.02% 333
2021
Q4 		$36K Buy
+427
New +$36K 0.02% 343

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Zullo Investment Group's BAH Position: Q1 2023 in Review

Zullo Investment Group sold out of Booz Allen Hamilton (BAH) in Q1 2023, closing a stake of 427 shares — an estimated $44.7K sold.

Zullo Investment Group first reported a position in BAH in Q4 2021 and held it in 5 quarters. The position peaked at $44.7K in Q4 2022. 615 funds tracked by Wall St. Rank hold BAH as of Q1 2023.

  • Zullo Investment Group reported no remaining Booz Allen Hamilton position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 427 Booz Allen Hamilton shares in Q1 2023, an estimated $44.7K.
  • Zullo Investment Group first reported a position in Booz Allen Hamilton in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Booz Allen Hamilton position peaked at $44.7K in Q4 2022.
  • 615 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.