Segall Bryant & Hamill’s POSCO PKX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,000	Closed	-$592K	–	646
2023 Q2	$592K	Sell	8,000 -4,900	-38%	-$356K	0.01%	548
2023 Q1	$899K	Hold	12,900	–	–	0.01%	497
2022 Q4	$702K	Sell	12,900 -400	-3%	-$19.8K	0.01%	528
2022 Q3	$486K	Buy	13,300 +2,800	+27%	+$125K	0.01%	580
2022 Q2	$467K	Hold	10,500	–	–	0.01%	588
2022 Q1	$623K	Buy	+10,500	New	+$619K	0.01%	569
2021 Q4	–	Sell	-10,500	Closed	-$723K	–	704
2021 Q3	$723K	Hold	10,500	–	–	0.01%	573
2021 Q2	$806K	Hold	10,500	–	–	0.01%	541
2021 Q1	$758K	Buy	10,500 +2,600	+33%	+$166K	0.01%	587
2020 Q4	$492K	Buy	+7,900	New	+$419K	0.01%	579
2019 Q4	–	Sell	-5,000	Closed	-$236K	–	849
2019 Q3	$236K	Sell	5,000 -4,400	-47%	-$206K	﹤0.01%	770
2019 Q2	$499K	Hold	9,400	–	–	0.01%	661
2019 Q1	$519K	Sell	9,400 -2,700	-22%	-$156K	0.01%	655
2018 Q4	$665K	Hold	12,100	–	–	0.01%	595
2018 Q3	$799K	Buy	12,100 +200	+2%	+$14K	0.01%	592
2018 Q2	$882K	Buy	11,900 +8,998	+310%	+$728K	0.01%	562
2018 Q1	$229K	Hold	2,902	–	–	0.01%	569
2017 Q4	$227K	Buy	+2,902	New	+$215K	0.01%	541

Other funds holding PKX

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Segall Bryant & Hamill's PKX Position: Q3 2023 in Review

Segall Bryant & Hamill sold out of POSCO (PKX) in Q3 2023, closing a stake of 8,000 shares — an estimated $592K sold.

Segall Bryant & Hamill first reported a position in PKX in Q4 2017 and held it in 18 quarters. The position peaked at $899K in Q1 2023. 160 funds tracked by Wall St. Rank hold PKX as of Q3 2023.

Segall Bryant & Hamill reported no remaining POSCO position as of Q3 2023 after selling out during the quarter.
Segall Bryant & Hamill sold 8,000 POSCO shares in Q3 2023, an estimated $592K.
Segall Bryant & Hamill first reported a position in POSCO in Q4 2017 and held it in 18 quarters.
Segall Bryant & Hamill's POSCO position peaked at $899K in Q1 2023.
160 funds tracked by Wall St. Rank held POSCO as of Q3 2023.

Based on Segall Bryant & Hamill's 13F filing for Q3 2023, filed 9 Nov 2023.