Institutional & Family Asset Management’s Sally Beauty Holdings SBH Stock Holding History

Institutional & Family Asset 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
2019 Q3	–	Sell	-500	Closed	-$7K	–	876
2019 Q2	$7K	Hold	500	–	–	﹤0.01%	549
2019 Q1	$9K	Hold	500	–	–	﹤0.01%	525
2018 Q4	$9K	Buy	500 +56	+13%	+$1.05K	﹤0.01%	500
2018 Q3	$8K	Hold	444	–	–	﹤0.01%	565
2018 Q2	$7K	Buy	444 +141	+47%	+$2.24K	﹤0.01%	578
2018 Q1	$5K	Buy	+303	New	+$5.2K	﹤0.01%	605

Other funds holding SBH

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Institutional & Family Asset Management's SBH Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of Sally Beauty Holdings (SBH) in Q3 2019, closing a stake of 500 shares — an estimated $7K sold.

Institutional & Family Asset Management first reported a position in SBH in Q1 2018 and held it in 6 quarters. The position peaked at $9K in Q1 2019. 218 funds tracked by Wall St. Rank hold SBH as of Q3 2019.

Institutional & Family Asset Management reported no remaining Sally Beauty Holdings position as of Q3 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 500 Sally Beauty Holdings shares in Q3 2019, an estimated $7K.
Institutional & Family Asset Management first reported a position in Sally Beauty Holdings in Q1 2018 and held it in 6 quarters.
Institutional & Family Asset Management's Sally Beauty Holdings position peaked at $9K in Q1 2019.
218 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.