Segall Bryant & Hamill’s TRI-Continental Corp TY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,197	Closed	-$207K	–	746
2021 Q3	$207K	Hold	6,197	–	–	﹤0.01%	759
2021 Q2	$211K	Hold	6,197	–	–	﹤0.01%	739
2021 Q1	$201K	Buy	+6,197	New	+$191K	﹤0.01%	788
2019 Q1	–	Sell	-8,560	Closed	-$201K	–	867
2018 Q4	$201K	Buy	+8,560	New	+$220K	﹤0.01%	787

Other funds holding TY

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Segall Bryant & Hamill's TY Position: Q4 2021 in Review

Segall Bryant & Hamill sold out of TRI-Continental Corp (TY) in Q4 2021, closing a stake of 6,197 shares — an estimated $207K sold.

Segall Bryant & Hamill first reported a position in TY in Q4 2018 and held it in 4 quarters. The position peaked at $211K in Q2 2021. 142 funds tracked by Wall St. Rank hold TY as of Q4 2021.

Segall Bryant & Hamill reported no remaining TRI-Continental Corp position as of Q4 2021 after selling out during the quarter.
Segall Bryant & Hamill sold 6,197 TRI-Continental Corp shares in Q4 2021, an estimated $207K.
Segall Bryant & Hamill first reported a position in TRI-Continental Corp in Q4 2018 and held it in 4 quarters.
Segall Bryant & Hamill's TRI-Continental Corp position peaked at $211K in Q2 2021.
142 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2021.

Based on Segall Bryant & Hamill's 13F filing for Q4 2021, filed 14 Feb 2022.