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Banyan Partners’s Sally Beauty Holdings SBH Stock Holding History

Banyan Partners’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
2014
Q3 		$952K Sell
34,791
-3,528
-9% -$93.5K 0.08% 234
2014
Q2 		$961K Sell
38,319
-6,269
-14% -$162K 0.08% 240
2014
Q1 		$1.22M Sell
44,588
-2,844
-6% -$81.1K 0.11% 203
2013
Q4 		$1.43M Buy
+47,432
New +$1.3M 0.1% 197

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
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Banyan Partners's SBH Position: Q3 2014 in Review

Banyan Partners reduced its Sally Beauty Holdings (SBH) stake by 9.2% in Q3 2014, selling an estimated $93.5K and leaving 34,791 shares worth $952K. The position accounts for 0.08% of the portfolio, ranked #234.

Banyan Partners first reported a position in SBH in Q4 2013 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2013. 199 funds tracked by Wall St. Rank hold SBH as of Q3 2014.

  • Banyan Partners held 34,791 shares of Sally Beauty Holdings worth $952K as of Q3 2014.
  • Banyan Partners sold 3,528 Sally Beauty Holdings shares in Q3 2014, an estimated $93.5K.
  • Sally Beauty Holdings made up 0.08% of Banyan Partners's portfolio in Q3 2014, its #234 holding.
  • Banyan Partners first reported a position in Sally Beauty Holdings in Q4 2013 and has held it in 4 quarters since.
  • Banyan Partners's Sally Beauty Holdings position peaked at $1.43M in Q4 2013.
  • 199 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.