BAH β€” BOOZ ALLEN HAMILTON HLDG COR

Ownership history in AKO CAPITAL LLP  Β·  4 quarters on record

This page tracks every 13F SEC filing in which AKO CAPITAL LLP reported a position in BOOZ ALLEN HAMILTON HLDG COR (BAH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.16% (2024 Q4)
πŸ“Š Avg. % of fund
0.13%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
4

Position Intelligence

AKO CAPITAL LLP Γ— BAH AI Analytics

πŸ“‰ AKO CAPITAL LLP underperformed the S&P 500 by –48.5% annually on this BAH position. Timing score: 67% (2/3 decisions correct). Average cost basis: $124.75. Maximum drawdown during holding period: –21.2%.

πŸ“ˆ Position Alpha vs SPY
-48.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 48.5% ann.
3 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
2 of 3 add/trim decisions correct

πŸ’° Entry Quality
$124.75
-21.0% vs current ($98.55)

Best entry: $102.04 (2025 Q1)  Β·  Worst: $124.99 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–21.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

2 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.12% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BAH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 86,866 -3,167 -3.5% 0.12% $8.7M $98.55
2025 Q2 REDUCED 90,033 -3,439 -3.7% 0.12% $9.4M $102.16
2025 Q1 ADDED 93,472 +982 +1.1% 0.13% $9.8M $102.04
2024 Q4 INITIATED 92,490 β€” β€” 0.16% $11.9M $124.99
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