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Carolyn Goldhaber

@Segall Bryant & Hamill, Llc

Latest period2024 - Q3ReportedManaged Assets$7.334BTotal holdings562
Assets growth rate30.03%Assets growth rate (2-Q avg)17.87%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Segall Bryant & Hamill, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 562 positions.

Assets under management

The assets under management (AUM) of Segall Bryant & Hamill, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.334B in assets, with a quarterly growth rate of 30.03% and a 2-quarter average growth rate of 17.87%. The portfolio is managed by Carolyn Goldhaber, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DTDynatrace Inc Com New
Recent Activity
Exited
0%
$105.731M
2.363M shares@ $44.75 avg price
PIIPolaris Industries Inc.
Recent Activity
Exited
0%
$16.84M
215,046 shares@ $78.31 avg price
BDXBecton Dickinson
Recent Activity
Exited
0%
$13.135M
56,200 shares@ $233.71 avg price
WRBBerkley W R Corp
Recent Activity
Exited
0%
$12.83M
163,275 shares@ $78.58 avg price
DRQDril-quip Inc
Recent Activity
Exited
0%
$12.034M
647,016 shares@ $18.61 avg price
MTNVail Resorts Inc
Recent Activity
Exited
0%
$7.826M
43,448 shares@ $180.13 avg price
DOCHealthpeak Properties Inc
Recent Activity
Exited
0%
$7.64M
389,780 shares@ $19.6 avg price
CUZCousins Pptys Inc
Recent Activity
Exited
0%
$6.346M
274,113 shares@ $23.16 avg price
TREXTrex Company Inc
Recent Activity
Exited
0%
$6.189M
83,494 shares@ $74.12 avg price
AXAxos Finl Inc
Recent Activity
Exited
0%
$5.982M
104,669 shares@ $57.15 avg price