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SBH icon

Inspire Investing’s Sally Beauty Holdings SBH Stock Holding History

Inspire Investing’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
Q1 		– Sell
-29,174
Closed -$387K – 859
2023
Q4 		$387K Sell
29,174
-7,359
-20% -$71.3K 0.04% 435
2023
Q3 		$306K Buy
36,533
+11,129
+44% +$118K 0.04% 647
2023
Q2 		$314K Buy
25,404
+7,869
+45% +$99.8K 0.04% 609
2023
Q1 		$273K Sell
17,535
-1,326
-7% -$20.6K 0.03% 582
2022
Q4 		$236K Buy
18,861
+2,620
+16% +$32.2K 0.03% 462
2022
Q3 		$205K Sell
16,241
-1,663
-9% -$23.1K 0.03% 709
2022
Q2 		$213K Buy
17,904
+2,608
+17% +$37.9K 0.03% 446
2022
Q1 		$239K Buy
15,296
+1,877
+14% +$32.5K 0.03% 387
2021
Q4 		$248K Sell
13,419
-309
-2% -$5.63K 0.03% 600
2021
Q3 		$231K Sell
13,728
-3,102
-18% -$59.1K 0.03% 573
2021
Q2 		$371K Buy
16,830
+510
+3% +$10.8K 0.05% 479
2021
Q1 		$329K Sell
16,320
-4,140
-20% -$69.3K 0.05% 489
2020
Q4 		$267K Buy
20,460
+5,880
+40% +$62.8K 0.06% 502
2020
Q3 		$127K Buy
+14,580
New +$175K 0.03% 421
2019
Q4 		– Sell
-12,851
Closed -$191K – 368
2019
Q3 		$191K Buy
12,851
+1,411
+12% +$18.5K 0.07% 292
2019
Q2 		$153K Buy
+11,440
New +$187K 0.06% 326
2018
Q1 		– Sell
-3,364
Closed -$63K – 603
2017
Q4 		$63K Buy
+3,364
New +$58.3K 0.05% 257

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Inspire Investing's SBH Position: Q1 2024 in Review

Inspire Investing sold out of Sally Beauty Holdings (SBH) in Q1 2024, closing a stake of 29,174 shares — an estimated $387K sold.

Inspire Investing first reported a position in SBH in Q4 2017 and held it in 17 quarters. The position peaked at $387K in Q4 2023. 229 funds tracked by Wall St. Rank hold SBH as of Q1 2024.

  • Inspire Investing reported no remaining Sally Beauty Holdings position as of Q1 2024 after selling out during the quarter.
  • Inspire Investing sold 29,174 Sally Beauty Holdings shares in Q1 2024, an estimated $387K.
  • Inspire Investing first reported a position in Sally Beauty Holdings in Q4 2017 and held it in 17 quarters.
  • Inspire Investing's Sally Beauty Holdings position peaked at $387K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2024.

Based on Inspire Investing's 13F filing for Q1 2024, filed 7 May 2024.