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

Bell 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
2024
Q3 		– Sell
-101
Closed -$1.08K – 1930
2024
Q2 		$1.08K Sell
101
-37
-27% -$407 ﹤0.01% 1594
2024
Q1 		$1.71K Hold
138
– – ﹤0.01% 1425
2023
Q4 		$1.83K Buy
+138
New +$1.34K ﹤0.01% 1365
2023
Q2 		– Sell
-126
Closed -$1.96K – 1983
2023
Q1 		$1.96K Hold
126
– – ﹤0.01% 1272
2022
Q4 		$1.58K Buy
126
+43
+52% +$528 ﹤0.01% 1415
2022
Q3 		$1K Hold
83
– – ﹤0.01% 1559
2022
Q2 		$1K Buy
+83
New +$1.21K ﹤0.01% 1582

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

Bell Investment Advisors's SBH Position: Q3 2024 in Review

Bell Investment Advisors sold out of Sally Beauty Holdings (SBH) in Q3 2024, closing a stake of 101 shares — an estimated $1.08K sold.

Bell Investment Advisors first reported a position in SBH in Q2 2022 and held it in 7 quarters. The position peaked at $1.96K in Q1 2023. 241 funds tracked by Wall St. Rank hold SBH as of Q3 2024.

  • Bell Investment Advisors reported no remaining Sally Beauty Holdings position as of Q3 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 101 Sally Beauty Holdings shares in Q3 2024, an estimated $1.08K.
  • Bell Investment Advisors first reported a position in Sally Beauty Holdings in Q2 2022 and held it in 7 quarters.
  • Bell Investment Advisors's Sally Beauty Holdings position peaked at $1.96K in Q1 2023.
  • 241 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2024.

Based on Bell Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.