SEGALL BRYANT & HAMILL, LLC

Q1 2024 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2024
Date filed
5/15/2024
Form type
13F-HR
Num holdings
301
Total value ($000)
$5,335,792
Net value change ($000)
+147,140 (2.8%)
New positions
22
Sold out positions
20
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NGVT 39,805 1284.4%
GT 34,262 142.9%
VFC 20,637 51.4%
VMI 17,472 NEW
ABCB 16,679 133.2%
BDC 16,168 34.7%
DOC 13,826 NEW
THRM 12,123 88.5%
IRTC 11,876 NEW
WNS 11,869 NEW
Top Reduces (Value $000, Stocks/ETFs)
SP Plus Corp -62,013 -100.0%
CMP -25,257 -82.3%
SPXC -19,877 -21.8%
COTY -16,869 -33.8%
DOC DR Holdco, LLC -15,306 -100.0%
WNS -14,927 -100.0%
HAIN -10,870 -39.9%
CIEN -10,455 -37.5%
PVH -10,449 -25.4%
MOD -10,306 -12.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type