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Gupta Wealth Management’s Sally Beauty Holdings SBH Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$3K Hold
93
– – ﹤0.01% 1031
2015
Q4 		$3K Buy
93
+28
+43% +$703 ﹤0.01% 1090
2015
Q3 		$2K Sell
65
-3,930
-98% -$109K ﹤0.01% 1147
2015
Q2 		$126K Hold
3,995
– – 0.03% 316
2015
Q1 		$137K Buy
+3,995
New +$129K 0.04% 265

Other funds holding SBH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gupta Wealth Management's SBH Position: Q1 2016 in Review

Gupta Wealth Management held its Sally Beauty Holdings (SBH) position steady in Q1 2016 at 93 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Gupta Wealth Management first reported a position in SBH in Q1 2015 and has held it in 5 quarters since. The position peaked at $137K in Q1 2015. 230 funds tracked by Wall St. Rank hold SBH as of Q1 2016.

  • Gupta Wealth Management held 93 shares of Sally Beauty Holdings worth $3K as of Q1 2016.
  • Gupta Wealth Management left its Sally Beauty Holdings share count unchanged in Q1 2016.
  • Sally Beauty Holdings made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1031 holding.
  • Gupta Wealth Management first reported a position in Sally Beauty Holdings in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Sally Beauty Holdings position peaked at $137K in Q1 2015.
  • 230 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.