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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
POWIPower Integrations Inc
Recent Activity
Exited
0%
$5.858M
83,462 shares@ $70.2 avg price
FIVEFive Below Inc Com
Recent Activity
Exited
0%
$5.808M
53,298 shares@ $108.97 avg price
AZTAAzenta Inc Com
Recent Activity
Exited
0%
$5.727M
108,831 shares@ $52.62 avg price
SRSpire Inc
Recent Activity
Exited
0%
$5.434M
89,475 shares@ $60.74 avg price
GGGGraco Inc.
Recent Activity
Exited
0%
$5.278M
66,575 shares@ $79.28 avg price
XHRXenia Hotels & Resorts Inc Com
Recent Activity
Exited
0%
$5.25M
366,355 shares@ $14.33 avg price
TNKTeekay Tankers Ltd Cl A
Recent Activity
Exited
0%
$5.23M
76,005 shares@ $68.81 avg price
CLSKCleanspark Inc
Recent Activity
Exited
0%
$5.051M
316,672 shares@ $15.95 avg price
OGSRWOverseas Shipholding Group Inc
Recent Activity
Exited
0%
$5.019M
591,881 shares@ $8.49 avg price
PFCPremier Financial Corp
Recent Activity
Exited
0%
$4.74M
231,649 shares@ $20.47 avg price