KA
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Kerrisdale Advisers’s Sally Beauty Holdings SBH Stock Holding History

Kerrisdale Advisers’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
2013
Q4 		– Sell
-57,133
Closed -$1.5M – 70
2013
Q3 		$1.5M Buy
+57,133
New +$1.6M 0.69% 36

Other funds holding SBH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Kerrisdale Advisers's SBH Position: Q4 2013 in Review

Kerrisdale Advisers sold out of Sally Beauty Holdings (SBH) in Q4 2013, closing a stake of 57,133 shares — an estimated $1.5M sold.

Kerrisdale Advisers first reported a position in SBH in Q3 2013 and held it in 1 quarter. The position peaked at $1.5M in Q3 2013. 206 funds tracked by Wall St. Rank hold SBH as of Q4 2013.

  • Kerrisdale Advisers reported no remaining Sally Beauty Holdings position as of Q4 2013 after selling out during the quarter.
  • Kerrisdale Advisers sold 57,133 Sally Beauty Holdings shares in Q4 2013, an estimated $1.5M.
  • Kerrisdale Advisers first reported a position in Sally Beauty Holdings in Q3 2013 and held it in 1 quarter.
  • Kerrisdale Advisers's Sally Beauty Holdings position peaked at $1.5M in Q3 2013.
  • 206 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2013.

Based on Kerrisdale Advisers's 13F filing for Q4 2013, filed 14 Feb 2014.