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Jessup Wealth Management’s Sally Beauty Holdings SBH Stock Holding History

Jessup Wealth 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
2023
Q2 		– Sell
-32,021
Closed -$499K – 77
2023
Q1 		$499K Buy
+32,021
New +$498K 0.3% 44

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jessup Wealth Management's SBH Position: Q2 2023 in Review

Jessup Wealth Management sold out of Sally Beauty Holdings (SBH) in Q2 2023, closing a stake of 32,021 shares — an estimated $499K sold.

Jessup Wealth Management first reported a position in SBH in Q1 2023 and held it in 1 quarter. The position peaked at $499K in Q1 2023. 196 funds tracked by Wall St. Rank hold SBH as of Q2 2023.

  • Jessup Wealth Management reported no remaining Sally Beauty Holdings position as of Q2 2023 after selling out during the quarter.
  • Jessup Wealth Management sold 32,021 Sally Beauty Holdings shares in Q2 2023, an estimated $499K.
  • Jessup Wealth Management first reported a position in Sally Beauty Holdings in Q1 2023 and held it in 1 quarter.
  • Jessup Wealth Management's Sally Beauty Holdings position peaked at $499K in Q1 2023.
  • 196 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2023.

Based on Jessup Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.