SBH
CHRD icon

Segall Bryant & Hamill’s Chord Energy CHRD Stock Holding History

Segall Bryant & Hamill’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.7M Sell
138,344
-727
-0.5% -$79.3K 0.28% 121
2025
Q4 		$12.9M Sell
139,071
-535
-0.4% -$49.6K 0.17% 196
2025
Q3 		$13.9M Buy
139,606
+33,496
+32% +$3.52M 0.18% 187
2025
Q2 		$10.3M Buy
106,110
+6,155
+6% +$586K 0.14% 225
2025
Q1 		$11.3M Buy
99,955
+4,312
+5% +$490K 0.17% 193
2024
Q4 		$11.2M Buy
95,643
+9,897
+12% +$1.24M 0.15% 206
2024
Q3 		$11.2M Buy
85,746
+7,514
+10% +$1.15M 0.15% 209
2024
Q2 		$13.1M Sell
78,232
-168,499
-68% -$29.9M 0.23% 139
2024
Q1 		$44M Buy
246,731
+3,432
+1% +$552K 0.82% 25
2023
Q4 		$40.4M Buy
243,299
+39,552
+19% +$6.47M 0.78% 27
2023
Q3 		$33M Buy
+203,747
New +$32M 0.38% 80
2019
Q1 		– Sell
-113,972
Closed -$630K – 827
2018
Q4 		$630K Buy
+113,972
New +$1.03M 0.01% 607

Other funds holding CHRD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return