Leith Wheeler Investment Counsel’s Sally Beauty Holdings SBH Stock Holding History

Leith Wheeler Investment Counsel’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
2018 Q1	–	Sell	-61,584	Closed	-$1.16M	–	35
2017 Q4	$1.16M	Buy	61,584 +3,170	+5%	+$54.9K	2.01%	24
2017 Q3	$1.3M	Buy	58,414 +13,760	+31%	+$270K	0.54%	22
2017 Q2	$904K	Buy	44,654 +12,310	+38%	+$237K	0.41%	24
2017 Q1	$661K	Buy	+32,344	New	+$740K	0.44%	26

Other funds holding SBH

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

ACH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Leith Wheeler Investment Counsel's SBH Position: Q1 2018 in Review

Leith Wheeler Investment Counsel sold out of Sally Beauty Holdings (SBH) in Q1 2018, closing a stake of 61,584 shares — an estimated $1.16M sold.

Leith Wheeler Investment Counsel first reported a position in SBH in Q1 2017 and held it in 4 quarters. The position peaked at $1.3M in Q3 2017. 251 funds tracked by Wall St. Rank hold SBH as of Q1 2018.

Leith Wheeler Investment Counsel reported no remaining Sally Beauty Holdings position as of Q1 2018 after selling out during the quarter.
Leith Wheeler Investment Counsel sold 61,584 Sally Beauty Holdings shares in Q1 2018, an estimated $1.16M.
Leith Wheeler Investment Counsel first reported a position in Sally Beauty Holdings in Q1 2017 and held it in 4 quarters.
Leith Wheeler Investment Counsel's Sally Beauty Holdings position peaked at $1.3M in Q3 2017.
251 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2018.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2018, filed 4 Apr 2018.