LPL Financial
SBH icon

LPL Financial’s Sally Beauty Holdings SBH Stock Holding History

LPL Financial’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
2024
Q2 		– Sell
-14,010
Closed -$174K – 5115
2024
Q1 		$174K Buy
+14,010
New +$175K ﹤0.01% 4538
2013
Q3 		– Sell
-6,498
Closed -$202K – 2578
2013
Q2 		$202K Buy
+6,498
New +$196K ﹤0.01% 2193

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

LPL Financial's SBH Position: Q2 2024 in Review

LPL Financial sold out of Sally Beauty Holdings (SBH) in Q2 2024, closing a stake of 14,010 shares — an estimated $174K sold.

LPL Financial first reported a position in SBH in Q2 2013 and held it in 2 quarters. The position peaked at $202K in Q2 2013. 240 funds tracked by Wall St. Rank hold SBH as of Q2 2024.

  • LPL Financial reported no remaining Sally Beauty Holdings position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 14,010 Sally Beauty Holdings shares in Q2 2024, an estimated $174K.
  • LPL Financial first reported a position in Sally Beauty Holdings in Q2 2013 and held it in 2 quarters.
  • LPL Financial's Sally Beauty Holdings position peaked at $202K in Q2 2013.
  • 240 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.