Perpetual Investment Management Ltd BAH — BOOZ ALLEN HAMILTON HLDG COR

Ownership history in Perpetual Investment Management Ltd  ·  9 quarters on record

AI Ownership Summary

Perpetual Investment Management Ltd reported BOOZ ALLEN HAMILTON HLDG COR (BAH) in 9 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Perpetual Investment Management Ltd's position in BOOZ ALLEN HAMILTON HLDG COR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
9 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BAH stock page Perpetual Investment Management Ltd fund profile Perpetual Investment Management Ltd full holdings
How Perpetual Investment Management Ltd held BAH — position size vs. price
% of Fund (quarterly)    BAH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BAH

As of 2026 Q2 — sorted by position size

D'Orazio & Associates, Inc. 3Y 7Y 4.9% Westbourne Investment Advisors, Inc. 3Y 7Y 1.2% Olstein Capital Management, L.P. 3Y 7Y 1.12% WATERS PARKERSON & CO., LLC 3Y 7Y 0.97% Camelot Portfolios, LLC 3Y 7Y 0.55% A&I FINANCIAL SERVICES, LLC 3Y 7Y 0.25% Ipsen Advisor Group LLC 3Y 0.23% FARMERS & MERCHANTS INVESTMENTS INC 3Y 7Y 0.14% OLIO Financial Planning 3Y 0.12% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 0.1%

FAQ About Perpetual Investment Management Ltd and BAH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Perpetual Investment Management Ltd reported owning BAH?

Perpetual Investment Management Ltd reported BAH across 0 quarterly 13F filings.

What was the largest reported BAH position in Perpetual Investment Management Ltd's portfolio?

This page shows the quarter-by-quarter portfolio weight history for BAH in Perpetual Investment Management Ltd.

What is the latest reported BAH position on this page?

The most recent filing on this page is 2022 Q4, when Perpetual Investment Management Ltd reported 93,375 shares, equal to 1.16% of portfolio, with an estimated market value of $9.8M.

What does the chart on this BAH ownership page compare?

The chart compares Perpetual Investment Management Ltd's quarterly BAH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Perpetual Investment Management Ltd time their BAH position?

Based on 13F filing dates vs. subsequent BAH price moves, Perpetual Investment Management Ltd correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on BAH relative to SPY over the holding period was +6.8%.

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