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Segall Bryant & Hamill’s Crescent Energy CRGY Stock Holding History

Segall Bryant & Hamill’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35M Sell
2,594,152
-186,620
-7% -$1.95M 0.5% 45
2025
Q4 		$23.3M Sell
2,780,772
-47,598
-2% -$418K 0.32% 109
2025
Q3 		$25.2M Sell
2,828,370
-231,201
-8% -$2.1M 0.34% 96
2025
Q2 		$26.3M Sell
3,059,571
-7,587
-0.2% -$66.4K 0.37% 82
2025
Q1 		$34.5M Sell
3,067,158
-143,749
-4% -$1.98M 0.53% 43
2024
Q4 		$46.9M Buy
3,210,907
+138,497
+5% +$1.88M 0.65% 27
2024
Q3 		$33.6M Buy
3,072,410
+1,001,552
+48% +$11.4M 0.46% 58
2024
Q2 		$24.5M Buy
+2,070,858
New +$24.4M 0.44% 74

Other funds holding CRGY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return