SBH
IT icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return