Loring Wolcott & Coolidge Fiduciary Advisors’s Sally Beauty Holdings SBH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q4	–	Sell	-506	Closed	-$4K	–	795
2020 Q3	$4K	Sell	506 -969	-66%	-$11.7K	﹤0.01%	553
2020 Q2	$18K	Hold	1,475	–	–	﹤0.01%	462
2020 Q1	$12K	Hold	1,475	–	–	﹤0.01%	526
2019 Q4	$27K	Hold	1,475	–	–	﹤0.01%	500
2019 Q3	$22K	Hold	1,475	–	–	﹤0.01%	512
2019 Q2	$20K	Hold	1,475	–	–	﹤0.01%	509
2019 Q1	$27K	Hold	1,475	–	–	﹤0.01%	483
2018 Q4	$27K	Sell	1,475 -3,535	-71%	-$66.1K	﹤0.01%	475
2018 Q3	$92K	Hold	5,010	–	–	﹤0.01%	359
2018 Q2	$80K	Hold	5,010	–	–	﹤0.01%	379
2018 Q1	$82K	Hold	5,010	–	–	﹤0.01%	391
2017 Q4	$94K	Hold	5,010	–	–	﹤0.01%	369
2017 Q3	$98K	Buy	+5,010	New	+$98.5K	﹤0.01%	364

Other funds holding SBH

ACH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SBH Position: Q4 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Sally Beauty Holdings (SBH) in Q4 2020, closing a stake of 506 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SBH in Q3 2017 and held it in 13 quarters. The position peaked at $98K in Q3 2017. 188 funds tracked by Wall St. Rank hold SBH as of Q4 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Sally Beauty Holdings position as of Q4 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 506 Sally Beauty Holdings shares in Q4 2020, an estimated $4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Sally Beauty Holdings in Q3 2017 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Sally Beauty Holdings position peaked at $98K in Q3 2017.
188 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2020, filed 14 Jan 2021.