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Kore Private Wealth’s Sally Beauty Holdings SBH Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-906
Closed -$11K – 925
2020
Q2 		$11K Hold
906
– – ﹤0.01% 770
2020
Q1 		$7K Sell
906
-4,378
-83% -$58.1K ﹤0.01% 752
2019
Q4 		$96K Buy
+5,284
New +$91.8K 0.02% 375
2019
Q2 		– Sell
-420
Closed -$8K – 678
2019
Q1 		$8K Buy
+420
New +$7.5K ﹤0.01% 673

Other funds holding SBH

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Kore Private Wealth's SBH Position: Q3 2020 in Review

Kore Private Wealth sold out of Sally Beauty Holdings (SBH) in Q3 2020, closing a stake of 906 shares — an estimated $11K sold.

Kore Private Wealth first reported a position in SBH in Q1 2019 and held it in 4 quarters. The position peaked at $96K in Q4 2019. 204 funds tracked by Wall St. Rank hold SBH as of Q3 2020.

  • Kore Private Wealth reported no remaining Sally Beauty Holdings position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 906 Sally Beauty Holdings shares in Q3 2020, an estimated $11K.
  • Kore Private Wealth first reported a position in Sally Beauty Holdings in Q1 2019 and held it in 4 quarters.
  • Kore Private Wealth's Sally Beauty Holdings position peaked at $96K in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.