JP Morgan Private Wealth Advisors’s Sally Beauty Holdings SBH Stock Holding History

JP Morgan Private Wealth Advisors’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
2020 Q1	–	Sell	-13,161	Closed	-$240K	–	1526
2019 Q4	$240K	Buy	+13,161	New	+$229K	﹤0.01%	1330
2019 Q3	–	Sell	-34,224	Closed	-$457K	–	1474
2019 Q2	$457K	Sell	34,224 -3,039	-8%	-$49.7K	﹤0.01%	1028
2019 Q1	$686K	Buy	37,263 +7,995	+27%	+$143K	﹤0.01%	907
2018 Q4	$499K	Sell	29,268 -3,949	-12%	-$73.9K	﹤0.01%	965
2018 Q3	$611K	Sell	33,217 -435	-1%	-$6.95K	﹤0.01%	1004
2018 Q2	$539K	Buy	+33,652	New	+$535K	﹤0.01%	985
2018 Q1	–	Sell	-18,924	Closed	-$355K	–	1369
2017 Q4	$355K	Sell	18,924 -4,980	-21%	-$86.3K	﹤0.01%	988
2017 Q3	$468K	Buy	23,904 +228	+1%	+$4.48K	﹤0.01%	874
2017 Q2	$479K	Buy	23,676 +1,855	+9%	+$35.8K	﹤0.01%	850
2017 Q1	$446K	Buy	21,821 +8,751	+67%	+$200K	﹤0.01%	902
2016 Q4	$346K	Buy	13,070 +1,939	+17%	+$51.2K	﹤0.01%	939
2016 Q3	$286K	Buy	+11,131	New	+$312K	﹤0.01%	1009

Other funds holding SBH

ACH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

JP Morgan Private Wealth Advisors's SBH Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of Sally Beauty Holdings (SBH) in Q1 2020, closing a stake of 13,161 shares — an estimated $240K sold.

JP Morgan Private Wealth Advisors first reported a position in SBH in Q3 2016 and held it in 12 quarters. The position peaked at $686K in Q1 2019. 207 funds tracked by Wall St. Rank hold SBH as of Q1 2020.

JP Morgan Private Wealth Advisors reported no remaining Sally Beauty Holdings position as of Q1 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 13,161 Sally Beauty Holdings shares in Q1 2020, an estimated $240K.
JP Morgan Private Wealth Advisors first reported a position in Sally Beauty Holdings in Q3 2016 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's Sally Beauty Holdings position peaked at $686K in Q1 2019.
207 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.