Cambridge Investment Research Advisors’s Sally Beauty Holdings SBH Stock Holding History

Cambridge Investment Research 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
2023 Q1	–	Sell	-12,857	Closed	-$161K	–	3239
2022 Q4	$161K	Buy	+12,857	New	+$158K	﹤0.01%	2814
2021 Q3	–	Sell	-26,922	Closed	-$594K	–	3187
2021 Q2	$594K	Buy	+26,922	New	+$568K	﹤0.01%	1920
2019 Q1	–	Sell	-54,099	Closed	-$922K	–	2344
2018 Q4	$922K	Buy	54,099 +26,670	+97%	+$499K	0.01%	973
2018 Q3	$504K	Buy	+27,429	New	+$438K	﹤0.01%	1442

Other funds holding SBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cambridge Investment Research Advisors's SBH Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of Sally Beauty Holdings (SBH) in Q1 2023, closing a stake of 12,857 shares — an estimated $161K sold.

Cambridge Investment Research Advisors first reported a position in SBH in Q3 2018 and held it in 4 quarters. The position peaked at $922K in Q4 2018. 216 funds tracked by Wall St. Rank hold SBH as of Q1 2023.

Cambridge Investment Research Advisors reported no remaining Sally Beauty Holdings position as of Q1 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 12,857 Sally Beauty Holdings shares in Q1 2023, an estimated $161K.
Cambridge Investment Research Advisors first reported a position in Sally Beauty Holdings in Q3 2018 and held it in 4 quarters.
Cambridge Investment Research Advisors's Sally Beauty Holdings position peaked at $922K in Q4 2018.
216 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.