Covestor’s Sally Beauty Holdings SBH Stock Holding History

Covestor’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
2026 Q1	$9K	Buy	633 +70	+12%	+$1.07K	0.01%	1507
2025 Q4	$8K	Buy	563 +2	+0.4%	+$30	﹤0.01%	1734
2025 Q3	$9K	Sell	561 -278	-33%	-$3.5K	0.01%	1687
2025 Q2	$8K	Buy	839 +67	+9%	+$577	﹤0.01%	1684
2025 Q1	$7K	Buy	772 +20	+3%	+$197	﹤0.01%	1676
2024 Q4	$8K	Sell	752 -58	-7%	-$741	0.01%	1650
2024 Q3	$11K	Sell	810 -125	-13%	-$1.49K	0.01%	1517
2024 Q2	$10K	Buy	935 +162	+21%	+$1.78K	0.01%	1560
2024 Q1	$9K	Sell	773 -327	-30%	-$4.09K	0.01%	1669
2023 Q4	$14K	Buy	1,100 +386	+54%	+$3.74K	0.01%	1355
2023 Q3	$6K	Buy	714 +20	+3%	+$212	﹤0.01%	1695
2023 Q2	$8K	Buy	694 +682	+5,683%	+$8.65K	0.01%	1598
2023 Q1	$0	Hold	12	–	–	﹤0.01%	2527
2022 Q4	$0	Buy	+12	New	+$147	﹤0.01%	2548
2022 Q3	–	Sell	-23	Closed	–	–	2527
2022 Q2	$0	Sell	23 -12	-34%	-$174	﹤0.01%	2326
2022 Q1	$1K	Sell	35 -7	-17%	-$121	﹤0.01%	1934
2021 Q4	$1K	Buy	+42	New	+$766	﹤0.01%	1915

Other funds holding SBH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return