Segall Bryant & Hamill’s ProShares Short S&P500 SH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,000	Closed	-$289K	–	463
2023 Q3	$289K	Buy	5,000 +2,187	+78%	+$122K	﹤0.01%	501
2023 Q2	$156K	Buy	+2,813	New	+$166K	﹤0.01%	688
2022 Q4	–	Sell	-6,500	Closed	-$449K	–	731
2022 Q3	$449K	Buy	6,500 +625	+11%	+$39.2K	0.01%	596
2022 Q2	$388K	Sell	5,875 -1,750	-23%	-$108K	﹤0.01%	618
2022 Q1	$429K	Buy	+7,625	New	+$441K	﹤0.01%	626
2021 Q4	–	Sell	-4,500	Closed	-$274K	–	727
2021 Q3	$274K	Buy	+4,500	New	+$268K	﹤0.01%	713

Other funds holding SH

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return