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Berman Capital Advisors’s Sally Beauty Holdings SBH Stock Holding History

Berman Capital 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
2020
Q2 		– Sell
-125
Closed -$1K – 1790
2020
Q1 		$1K Buy
+125
New +$1.66K ﹤0.01% 1357

Other funds holding SBH

ACH
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Berman Capital Advisors's SBH Position: Q2 2020 in Review

Berman Capital Advisors sold out of Sally Beauty Holdings (SBH) in Q2 2020, closing a stake of 125 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in SBH in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 211 funds tracked by Wall St. Rank hold SBH as of Q2 2020.

  • Berman Capital Advisors reported no remaining Sally Beauty Holdings position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 125 Sally Beauty Holdings shares in Q2 2020, an estimated $1K.
  • Berman Capital Advisors first reported a position in Sally Beauty Holdings in Q1 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Sally Beauty Holdings position peaked at $1K in Q1 2020.
  • 211 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.