Creative Financial Designs’s Sally Beauty Holdings SBH Stock Holding History

Creative Financial Designs’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
2022 Q4	–	Sell	-69	Closed	-$1K	–	1344
2022 Q3	$1K	Hold	69	–	–	﹤0.01%	1255
2022 Q2	$1K	Hold	69	–	–	﹤0.01%	1210
2022 Q1	$1K	Hold	69	–	–	﹤0.01%	1226
2021 Q4	$1K	Hold	69	–	–	﹤0.01%	1181
2021 Q3	$1K	Hold	69	–	–	﹤0.01%	1374
2021 Q2	$2K	Hold	69	–	–	﹤0.01%	1342
2021 Q1	$1K	Hold	69	–	–	﹤0.01%	1278
2020 Q4	$1K	Hold	69	–	–	﹤0.01%	1205
2020 Q3	$1K	Hold	69	–	–	﹤0.01%	1179
2020 Q2	$1K	Buy	+69	New	+$755	﹤0.01%	1124
2018 Q4	–	Sell	-69	Closed	-$1K	–	734
2018 Q3	$1K	Hold	69	–	–	﹤0.01%	710
2018 Q2	$1K	Hold	69	–	–	﹤0.01%	721
2018 Q1	$1K	Hold	69	–	–	﹤0.01%	667
2017 Q4	$1K	Hold	69	–	–	﹤0.01%	666
2017 Q3	$1K	Hold	69	–	–	﹤0.01%	699
2017 Q2	$1K	Hold	69	–	–	﹤0.01%	713
2017 Q1	$1K	Hold	69	–	–	﹤0.01%	670
2016 Q4	$2K	Buy	+69	New	+$1.82K	﹤0.01%	607

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

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Creative Financial Designs's SBH Position: Q4 2022 in Review

Creative Financial Designs sold out of Sally Beauty Holdings (SBH) in Q4 2022, closing a stake of 69 shares — an estimated $1K sold.

Creative Financial Designs first reported a position in SBH in Q4 2016 and held it in 18 quarters. The position peaked at $2K in Q2 2021. 215 funds tracked by Wall St. Rank hold SBH as of Q4 2022.

Creative Financial Designs reported no remaining Sally Beauty Holdings position as of Q4 2022 after selling out during the quarter.
Creative Financial Designs sold 69 Sally Beauty Holdings shares in Q4 2022, an estimated $1K.
Creative Financial Designs first reported a position in Sally Beauty Holdings in Q4 2016 and held it in 18 quarters.
Creative Financial Designs's Sally Beauty Holdings position peaked at $2K in Q2 2021.
215 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2022.

Based on Creative Financial Designs's 13F filing for Q4 2022, filed 1 Feb 2023.