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Marco Investment Management’s Sally Beauty Holdings SBH Stock Holding History

Marco Investment Management’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
2017
Q1 		– Sell
-9,800
Closed -$259K – 184
2016
Q4 		$259K Sell
9,800
-300
-3% -$7.92K 0.05% 167
2016
Q3 		$259K Sell
10,100
-1,400
-12% -$39.2K 0.05% 162
2016
Q2 		$338K Sell
11,500
-600
-5% -$17.9K 0.06% 155
2016
Q1 		$392 Hold
12,100
– – 0.06% 148
2015
Q4 		$337K Hold
12,100
– – 0.06% 154
2015
Q3 		$287K Hold
12,100
– – 0.06% 157
2015
Q2 		$382K Hold
12,100
– – 0.06% 152
2015
Q1 		$416K Hold
12,100
– – 0.07% 140
2014
Q4 		$372K Hold
12,100
– – 0.05% 153
2014
Q3 		$331K Sell
12,100
-500
-4% -$13.3K 0.05% 157
2014
Q2 		$316K Hold
12,600
– – 0.06% 152
2014
Q1 		$345K Hold
12,600
– – 0.07% 142
2013
Q4 		$381 Sell
12,600
-3,500
-22% -$95.8K 0.02% 138
2013
Q3 		$421K Hold
16,100
– – 0.1% 129
2013
Q2 		$501K Buy
+16,100
New +$486K 0.15% 95

Other funds holding SBH

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Marco Investment Management's SBH Position: Q1 2017 in Review

Marco Investment Management sold out of Sally Beauty Holdings (SBH) in Q1 2017, closing a stake of 9,800 shares — an estimated $259K sold.

Marco Investment Management first reported a position in SBH in Q2 2013 and held it in 15 quarters. The position peaked at $501K in Q2 2013. 228 funds tracked by Wall St. Rank hold SBH as of Q1 2017.

  • Marco Investment Management reported no remaining Sally Beauty Holdings position as of Q1 2017 after selling out during the quarter.
  • Marco Investment Management sold 9,800 Sally Beauty Holdings shares in Q1 2017, an estimated $259K.
  • Marco Investment Management first reported a position in Sally Beauty Holdings in Q2 2013 and held it in 15 quarters.
  • Marco Investment Management's Sally Beauty Holdings position peaked at $501K in Q2 2013.
  • 228 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2017.

Based on Marco Investment Management's 13F filing for Q1 2017, filed 12 May 2017.