Cerity Partners
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Cerity Partners’s Sally Beauty Holdings SBH Stock Holding History

Cerity 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
2023
Q2 		– Sell
-1,342
Closed -$759K – 1910
2023
Q1 		$759K Buy
+1,342
New +$20.9K ﹤0.01% 1103

Other funds holding SBH

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

Cerity Partners's SBH Position: Q2 2023 in Review

Cerity Partners sold out of Sally Beauty Holdings (SBH) in Q2 2023, closing a stake of 1,342 shares — an estimated $759K sold.

Cerity Partners first reported a position in SBH in Q1 2023 and held it in 1 quarter. The position peaked at $759K in Q1 2023. 196 funds tracked by Wall St. Rank hold SBH as of Q2 2023.

  • Cerity Partners reported no remaining Sally Beauty Holdings position as of Q2 2023 after selling out during the quarter.
  • Cerity Partners sold 1,342 Sally Beauty Holdings shares in Q2 2023, an estimated $759K.
  • Cerity Partners first reported a position in Sally Beauty Holdings in Q1 2023 and held it in 1 quarter.
  • Cerity Partners's Sally Beauty Holdings position peaked at $759K in Q1 2023.
  • 196 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.