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Segall Bryant & Hamill’s Liberty Energy LBRT Stock Holding History

Segall Bryant & Hamill’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-63,608
Closed -$1.21M – 613
2024
Q3 		$1.21M Buy
+63,608
New +$1.31M 0.02% 494
2019
Q3 		– Sell
-597,622
Closed -$9.67M – 843
2019
Q2 		$9.67M Buy
597,622
+124,094
+26% +$1.9M 0.15% 184
2019
Q1 		$7.29M Buy
473,528
+150,361
+47% +$2.3M 0.11% 220
2018
Q4 		$4.18M Buy
+323,167
New +$5.86M 0.07% 288

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Segall Bryant & Hamill's LBRT Position: Q4 2024 in Review

Segall Bryant & Hamill sold out of Liberty Energy (LBRT) in Q4 2024, closing a stake of 63,608 shares — an estimated $1.21M sold.

Segall Bryant & Hamill first reported a position in LBRT in Q4 2018 and held it in 4 quarters. The position peaked at $9.67M in Q2 2019. 326 funds tracked by Wall St. Rank hold LBRT as of Q4 2024.

  • Segall Bryant & Hamill reported no remaining Liberty Energy position as of Q4 2024 after selling out during the quarter.
  • Segall Bryant & Hamill sold 63,608 Liberty Energy shares in Q4 2024, an estimated $1.21M.
  • Segall Bryant & Hamill first reported a position in Liberty Energy in Q4 2018 and held it in 4 quarters.
  • Segall Bryant & Hamill's Liberty Energy position peaked at $9.67M in Q2 2019.
  • 326 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2024.

Based on Segall Bryant & Hamill's 13F filing for Q4 2024, filed 11 Feb 2025.