JGC
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J. Goldman & Co’s Sally Beauty Holdings SBH Stock Holding History

J. Goldman & Co’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
Q4 		– Sell
-21,876
Closed -$297K – 603
2024
Q3 		$297K Buy
21,876
+6,829
+45% +$81.1K 0.01% 391
2024
Q2 		$161K Buy
+15,047
New +$165K ﹤0.01% 407

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

J. Goldman & Co's SBH Position: Q4 2024 in Review

J. Goldman & Co sold out of Sally Beauty Holdings (SBH) in Q4 2024, closing a stake of 21,876 shares — an estimated $297K sold.

J. Goldman & Co first reported a position in SBH in Q2 2024 and held it in 2 quarters. The position peaked at $297K in Q3 2024. 248 funds tracked by Wall St. Rank hold SBH as of Q4 2024.

  • J. Goldman & Co reported no remaining Sally Beauty Holdings position as of Q4 2024 after selling out during the quarter.
  • J. Goldman & Co sold 21,876 Sally Beauty Holdings shares in Q4 2024, an estimated $297K.
  • J. Goldman & Co first reported a position in Sally Beauty Holdings in Q2 2024 and held it in 2 quarters.
  • J. Goldman & Co's Sally Beauty Holdings position peaked at $297K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2024.

Based on J. Goldman & Co's 13F filing for Q4 2024, filed 14 Feb 2025.