Segall Bryant & Hamill’s Gartner IT Stock Holding History

Segall Bryant & Hamill’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,152	Closed	-$375K	–	718
2023 Q1	$375K	Hold	1,152	–	–	﹤0.01%	608
2022 Q4	$387K	Hold	1,152	–	–	﹤0.01%	610
2022 Q3	$318K	Hold	1,152	–	–	﹤0.01%	647
2022 Q2	$278K	Hold	1,152	–	–	﹤0.01%	669
2022 Q1	$343K	Hold	1,152	–	–	﹤0.01%	660
2021 Q4	$385K	Hold	1,152	–	–	﹤0.01%	533
2021 Q3	$350K	Hold	1,152	–	–	﹤0.01%	673
2021 Q2	$279K	Sell	1,152 -800	-41%	-$175K	﹤0.01%	697
2021 Q1	$357K	Hold	1,952	–	–	﹤0.01%	698
2020 Q4	$313K	Sell	1,952 -155	-7%	-$22.3K	﹤0.01%	646
2020 Q3	$262K	Sell	2,107 -25	-1%	-$3.18K	﹤0.01%	644
2020 Q2	$259K	Hold	2,132	–	–	﹤0.01%	710
2020 Q1	$213K	Hold	2,132	–	–	﹤0.01%	732
2019 Q4	$328K	Sell	2,132 -185	-8%	-$28.2K	0.01%	721
2019 Q3	$331K	Hold	2,317	–	–	0.01%	719
2019 Q2	$373K	Hold	2,317	–	–	0.01%	710
2019 Q1	$352K	Sell	2,317 -6	-0.3%	-$833	0.01%	710
2018 Q4	$297K	Buy	2,323 +191	+9%	+$27.6K	0.01%	735
2018 Q3	$338K	Hold	2,132	–	–	0.01%	749
2018 Q2	$283K	Buy	+2,132	New	+$273K	﹤0.01%	766

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Segall Bryant & Hamill's IT Position: Q2 2023 in Review

Segall Bryant & Hamill sold out of Gartner (IT) in Q2 2023, closing a stake of 1,152 shares — an estimated $375K sold.

Segall Bryant & Hamill first reported a position in IT in Q2 2018 and held it in 20 quarters. The position peaked at $387K in Q4 2022. 777 funds tracked by Wall St. Rank hold IT as of Q2 2023.

Segall Bryant & Hamill reported no remaining Gartner position as of Q2 2023 after selling out during the quarter.
Segall Bryant & Hamill sold 1,152 Gartner shares in Q2 2023, an estimated $375K.
Segall Bryant & Hamill first reported a position in Gartner in Q2 2018 and held it in 20 quarters.
Segall Bryant & Hamill's Gartner position peaked at $387K in Q4 2022.
777 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on Segall Bryant & Hamill's 13F filing for Q2 2023, filed 14 Aug 2023.