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Baird’s Sally Beauty Holdings SBH Stock Holding History

Baird’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
2015
Q1 		$232K Sell
6,749
-3,519
-34% -$114K ﹤0.01% 1180
2014
Q4 		$316K Sell
10,268
-10,945
-52% -$325K ﹤0.01% 1085
2014
Q3 		$581K Buy
+21,213
New +$562K 0.01% 785

Other funds holding SBH

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Baird's SBH Position: Q1 2015 in Review

Baird reduced its Sally Beauty Holdings (SBH) stake by 34% in Q1 2015, selling an estimated $114K and leaving 6,749 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Baird first reported a position in SBH in Q3 2014 and has held it in 3 quarters since. The position peaked at $581K in Q3 2014. 226 funds tracked by Wall St. Rank hold SBH as of Q1 2015.

  • Baird held 6,749 shares of Sally Beauty Holdings worth $232K as of Q1 2015.
  • Baird sold 3,519 Sally Beauty Holdings shares in Q1 2015, an estimated $114K.
  • Sally Beauty Holdings made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1180 holding.
  • Baird first reported a position in Sally Beauty Holdings in Q3 2014 and has held it in 3 quarters since.
  • Baird's Sally Beauty Holdings position peaked at $581K in Q3 2014.
  • 226 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.