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Advisornet Financial’s Sally Beauty Holdings SBH Stock Holding History

Advisornet Financial’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3
Closed -$25 – 2486
2023
Q3 		$25 Sell
3
-10
-77% -$106 ﹤0.01% 2263
2023
Q2 		$161 Buy
13
+2
+18% +$25 ﹤0.01% 2241
2023
Q1 		$171 Buy
11
+1
+10% +$16 ﹤0.01% 2269
2022
Q4 		$125 Buy
+10
New +$123 ﹤0.01% 2270
2020
Q4 		– Sell
-69
Closed -$1K – 1811
2020
Q3 		$1K Hold
69
– – ﹤0.01% 1672
2020
Q2 		$1K Hold
69
– – ﹤0.01% 1709
2020
Q1 		$1K Hold
69
– – ﹤0.01% 1712
2019
Q4 		$1K Hold
69
– – ﹤0.01% 1780
2019
Q3 		$1K Hold
69
– – ﹤0.01% 1780
2019
Q2 		$1K Hold
69
– – ﹤0.01% 1622
2019
Q1 		$1K Buy
+69
New +$1.23K ﹤0.01% 1531

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Advisornet Financial's SBH Position: Q4 2023 in Review

Advisornet Financial sold out of Sally Beauty Holdings (SBH) in Q4 2023, closing a stake of 3 shares — an estimated $25 sold.

Advisornet Financial first reported a position in SBH in Q1 2019 and held it in 11 quarters. The position peaked at $1K in Q3 2020. 205 funds tracked by Wall St. Rank hold SBH as of Q4 2023.

  • Advisornet Financial reported no remaining Sally Beauty Holdings position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 3 Sally Beauty Holdings shares in Q4 2023, an estimated $25.
  • Advisornet Financial first reported a position in Sally Beauty Holdings in Q1 2019 and held it in 11 quarters.
  • Advisornet Financial's Sally Beauty Holdings position peaked at $1K in Q3 2020.
  • 205 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.