Jupiter Investment Management’s Sally Beauty Holdings SBH Stock Holding History

Jupiter Investment 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
2020 Q2	$507K	Sell	40,524 -40,940	-50%	-$448K	0.01%	320
2020 Q1	$658K	Sell	81,464 -87,897	-52%	-$1.17M	0.01%	270
2019 Q4	$3.09M	Buy	+169,361	New	+$2.94M	0.04%	260
2019 Q2	–	Sell	-122,159	Closed	-$2.25M	–	414
2019 Q1	$2.25M	Buy	+122,159	New	+$2.18M	0.02%	217
2017 Q1	–	Sell	-103,633	Closed	-$2.74M	–	462
2016 Q4	$2.74M	Sell	103,633 -51,638	-33%	-$1.36M	0.05%	174
2016 Q3	$3.99M	Sell	155,271 -76,097	-33%	-$2.13M	0.07%	174
2016 Q2	$6.8M	Buy	231,368 +162,514	+236%	+$4.86M	0.13%	151
2016 Q1	$2.23M	Buy	+68,854	New	+$2.04M	0.05%	236
2014 Q3	–	Sell	-41,700	Closed	-$1.04M	–	393
2014 Q2	$1.04M	Buy	+41,700	New	+$1.08M	0.06%	225

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Jupiter Investment Management's SBH Position: Q2 2020 in Review

Jupiter Investment Management reduced its Sally Beauty Holdings (SBH) stake by 50% in Q2 2020, selling an estimated $448K and leaving 40,524 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #320.

Jupiter Investment Management first reported a position in SBH in Q2 2014 and has held it in 9 quarters since. The position peaked at $6.8M in Q2 2016. 211 funds tracked by Wall St. Rank hold SBH as of Q2 2020.

Jupiter Investment Management held 40,524 shares of Sally Beauty Holdings worth $507K as of Q2 2020.
Jupiter Investment Management sold 40,940 Sally Beauty Holdings shares in Q2 2020, an estimated $448K.
Sally Beauty Holdings made up 0.01% of Jupiter Investment Management's portfolio in Q2 2020, its #320 holding.
Jupiter Investment Management first reported a position in Sally Beauty Holdings in Q2 2014 and has held it in 9 quarters since.
Jupiter Investment Management's Sally Beauty Holdings position peaked at $6.8M in Q2 2016.
211 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.