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Jaffetilchin Investment Partners’s Sally Beauty Holdings SBH Stock Holding History

Jaffetilchin Investment Partners’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
2021
Q3 		– Sell
-14,467
Closed -$313K – 402
2021
Q2 		$313K Sell
14,467
-4,700
-25% -$99.1K 0.02% 319
2021
Q1 		$386K Buy
+19,167
New +$321K 0.05% 230
2020
Q4 		– Sell
-15,317
Closed -$133K – 296
2020
Q3 		$133K Buy
+15,317
New +$184K 0.02% 216

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jaffetilchin Investment Partners's SBH Position: Q3 2021 in Review

Jaffetilchin Investment Partners sold out of Sally Beauty Holdings (SBH) in Q3 2021, closing a stake of 14,467 shares — an estimated $313K sold.

Jaffetilchin Investment Partners first reported a position in SBH in Q3 2020 and held it in 3 quarters. The position peaked at $386K in Q1 2021. 198 funds tracked by Wall St. Rank hold SBH as of Q3 2021.

  • Jaffetilchin Investment Partners reported no remaining Sally Beauty Holdings position as of Q3 2021 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 14,467 Sally Beauty Holdings shares in Q3 2021, an estimated $313K.
  • Jaffetilchin Investment Partners first reported a position in Sally Beauty Holdings in Q3 2020 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Sally Beauty Holdings position peaked at $386K in Q1 2021.
  • 198 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2021.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2021, filed 25 Oct 2021.