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Lloyd Advisory Services’s Sally Beauty Holdings SBH Stock Holding History

Lloyd Advisory Services’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
2022
Q2 		– Sell
-108
Closed -$2K – 457
2022
Q1 		$2K Buy
+108
New +$1.87K ﹤0.01% 538

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lloyd Advisory Services's SBH Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Sally Beauty Holdings (SBH) in Q2 2022, closing a stake of 108 shares — an estimated $2K sold.

Lloyd Advisory Services first reported a position in SBH in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 196 funds tracked by Wall St. Rank hold SBH as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Sally Beauty Holdings position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 108 Sally Beauty Holdings shares in Q2 2022, an estimated $2K.
  • Lloyd Advisory Services first reported a position in Sally Beauty Holdings in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's Sally Beauty Holdings position peaked at $2K in Q1 2022.
  • 196 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.