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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
AMRAlpha Metallurgical Resour Inc Com
Recent Activity
Exited
0%
$4.694M
16,734 shares@ $280.53 avg price
MBINMerchants Bancorp Ind
Recent Activity
Exited
0%
$4.555M
112,351 shares@ $40.55 avg price
DXPEDxp Enterprises Inc New Com New
Recent Activity
Exited
0%
$4.406M
96,110 shares@ $45.84 avg price
AMWDAmerican Woodmark Corp
Recent Activity
Exited
0%
$4.37M
55,593 shares@ $78.61 avg price
XRXXerox Corp Com New
Recent Activity
Exited
0%
$4.269M
367,406 shares@ $11.63 avg price
PETQPetiq Inc Com Cl A
Recent Activity
Exited
0%
$4.213M
190,957 shares@ $22.06 avg price
LKQLkq Corp
Recent Activity
Exited
0%
$4.203M
101,054 shares@ $41.6 avg price
BRSPBrightspire Capital Inc Com Cl A
Recent Activity
Exited
0%
$4.049M
710,371 shares@ $5.71 avg price
RMBSRambus Inc Del Com
Recent Activity
Exited
0%
$3.915M
66,628 shares@ $58.76 avg price
MDXGMimedx Group Inc.
Recent Activity
Exited
0%
$3.156M
455,384 shares@ $6.93 avg price