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IndexIQ Advisors’s Sally Beauty Holdings SBH Stock Holding History

IndexIQ 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
2022
Q1 		– Sell
-20,979
Closed -$387K – 1478
2021
Q4 		$387K Sell
20,979
-1,356
-6% -$24.7K 0.01% 805
2021
Q3 		$376K Buy
22,335
+2,237
+11% +$42.6K 0.01% 872
2021
Q2 		$444K Buy
20,098
+404
+2% +$8.52K 0.02% 559
2021
Q1 		$396K Sell
19,694
-6,228
-24% -$104K 0.01% 826
2020
Q4 		$338K Buy
25,922
+2,677
+12% +$28.6K 0.01% 583
2020
Q3 		$202K Buy
23,245
+1,261
+6% +$15.2K 0.01% 637
2020
Q2 		$275K Buy
+21,984
New +$241K 0.01% 356
2019
Q1 		– Sell
-127,770
Closed -$2.18M – 666
2018
Q4 		$2.18M Sell
127,770
-10,421
-8% -$195K 0.06% 206
2018
Q3 		$2.54M Buy
138,191
+5,218
+4% +$83.4K 0.08% 221
2018
Q2 		$2.13M Buy
132,973
+8,552
+7% +$136K 0.07% 326
2018
Q1 		$2.05M Buy
+124,421
New +$2.13M 0.07% 214

Other funds holding SBH

BlackRock
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

IndexIQ Advisors's SBH Position: Q1 2022 in Review

IndexIQ Advisors sold out of Sally Beauty Holdings (SBH) in Q1 2022, closing a stake of 20,979 shares — an estimated $387K sold.

IndexIQ Advisors first reported a position in SBH in Q1 2018 and held it in 11 quarters. The position peaked at $2.54M in Q3 2018. 211 funds tracked by Wall St. Rank hold SBH as of Q1 2022.

  • IndexIQ Advisors reported no remaining Sally Beauty Holdings position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 20,979 Sally Beauty Holdings shares in Q1 2022, an estimated $387K.
  • IndexIQ Advisors first reported a position in Sally Beauty Holdings in Q1 2018 and held it in 11 quarters.
  • IndexIQ Advisors's Sally Beauty Holdings position peaked at $2.54M in Q3 2018.
  • 211 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.