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Alera Investment Advisors’s Sally Beauty Holdings SBH Stock Holding History

Alera Investment Advisors’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
2019
Q1 		– Sell
-47
Closed -$1K – 1316
2018
Q4 		$1K Buy
+47
New +$879 ﹤0.01% 1002

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Alera Investment Advisors's SBH Position: Q1 2019 in Review

Alera Investment Advisors sold out of Sally Beauty Holdings (SBH) in Q1 2019, closing a stake of 47 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in SBH in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 243 funds tracked by Wall St. Rank hold SBH as of Q1 2019.

  • Alera Investment Advisors reported no remaining Sally Beauty Holdings position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 47 Sally Beauty Holdings shares in Q1 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Sally Beauty Holdings in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Sally Beauty Holdings position peaked at $1K in Q4 2018.
  • 243 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.