Claris Advisors’s Sally Beauty Holdings SBH Stock Holding History

Claris 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 Q4	–	Sell	-950	Closed	-$12.9K	–	937
2024 Q3	$12.9K	Buy	+950	New	+$11.3K	0.01%	208

Other funds holding SBH

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

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

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

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

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

ACH

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Claris Advisors's SBH Position: Q4 2024 in Review

Claris Advisors sold out of Sally Beauty Holdings (SBH) in Q4 2024, closing a stake of 950 shares — an estimated $12.9K sold.

Claris Advisors first reported a position in SBH in Q3 2024 and held it in 1 quarter. The position peaked at $12.9K in Q3 2024. 248 funds tracked by Wall St. Rank hold SBH as of Q4 2024.

Claris Advisors reported no remaining Sally Beauty Holdings position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 950 Sally Beauty Holdings shares in Q4 2024, an estimated $12.9K.
Claris Advisors first reported a position in Sally Beauty Holdings in Q3 2024 and held it in 1 quarter.
Claris Advisors's Sally Beauty Holdings position peaked at $12.9K in Q3 2024.
248 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.