AA
SBH icon

Ancora Advisors’s Sally Beauty Holdings SBH Stock Holding History

Ancora 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
2024
Q3 		– Sell
-255
Closed -$2.74K – 1884
2024
Q2 		$2.74K Sell
255
-45
-15% -$495 ﹤0.01% 1524
2024
Q1 		$3.73K Buy
+300
New +$3.76K ﹤0.01% 1485
2020
Q1 		– Sell
-28,829
Closed -$526K – 1487
2019
Q4 		$526K Hold
28,829
– – 0.02% 487
2019
Q3 		$429K Buy
+28,829
New +$377K 0.02% 483
2018
Q4 		– Sell
-29,877
Closed -$549K – 1080
2018
Q3 		$549K Sell
29,877
-16,613
-36% -$266K 0.02% 460
2018
Q2 		$745K Buy
+46,490
New +$739K 0.03% 396

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ancora Advisors's SBH Position: Q3 2024 in Review

Ancora Advisors sold out of Sally Beauty Holdings (SBH) in Q3 2024, closing a stake of 255 shares — an estimated $2.74K sold.

Ancora Advisors first reported a position in SBH in Q2 2018 and held it in 6 quarters. The position peaked at $745K in Q2 2018. 241 funds tracked by Wall St. Rank hold SBH as of Q3 2024.

  • Ancora Advisors reported no remaining Sally Beauty Holdings position as of Q3 2024 after selling out during the quarter.
  • Ancora Advisors sold 255 Sally Beauty Holdings shares in Q3 2024, an estimated $2.74K.
  • Ancora Advisors first reported a position in Sally Beauty Holdings in Q2 2018 and held it in 6 quarters.
  • Ancora Advisors's Sally Beauty Holdings position peaked at $745K in Q2 2018.
  • 241 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2024.

Based on Ancora Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.